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Please note we're currently experiencing issues with some functionalities within the Portfolio Builder. We apologise for any inconvenience.

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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