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Registering for access to the Portfolio Builder tool is simple and takes just a few minutes. As an adviser, the tool allows you to:

  • Build - Tailored portfolios using independent industry data from Morningstar, Inc.
  • Compare - Portfolios instantly based on your choice of investment metrics.
  • Report - Comprehensive reporting at the click of a button.

As a business, the tool allows you to:

  • Inform decisions – Make more informed decisions through independent investment data.
  • Save time - Save time with customised, yet easy to produce, instant reports.

Read the user guide

 Watch how Portfolio Builder works

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