Invest in Your Success
Morningstar’s suite of software solutions are designed for MFDA-, IIROC- and life-licensed advisors to research, analyze and compare investments, build portfolios and provide client-friendly reporting. Learn more about CPMSdirect.com, PALTrak and the PALTrak Segregated Funds module, tools used by advisors and brokers across Canada.
CPMSdirect.com
Designed for securities licensed advisors and brokers, CPMSdirect.com is an online portal to CPMS model portfolios and stock analysis. The CPMS Model Portfolios represent fundamentally distinct investment philosophies including predictable growth, momentum and earnings value. The portfolios are governed by multi-factor strategies that dictate how stocks are bought, held and sold.
Users have access to daily buy and sell transactions and the reasons for them, as well as numerical and graphical fundamental characteristics or “style” of each portfolio. Cross holdings reports indicate which stocks are held across different model portfolios and their rank in each. Clients receive quarterly market reviews using CPMS tools for added insight and value.
Click here to watch a video on CPMSdirect.com and how top brokers across Canada use it in their business.
PALTrak® and the PALTrak® Segregated Funds Module
Join the thousands of successful advisors who are saving time, making effective presentations, and winning clients with PALTrak®. PALTrak is a desktop tool designed to research funds to find the most suitable and tax efficient offerings for client portfolios, build portfolios and run diagnostics to uncover over-exposure to asset classes, sectors, investment style and geography, and provide reports that feature clear and concise investment information.
The PALTrak® Segregated Funds module is an unmatched resource for financial professionals in the insurance distribution channel. Using the industry’s only central database of contract- and fund-level data, life-licensed advisors and insurance company wholesalers can screen for, and compare contract features, as well as common fund attributes, to recommend the most suitable segregated funds to clients. The Segregated Funds module streamlines the process of researching contracts and simplifies how advisors and wholesalers recommend and explain contract features to clients.
Click here to watch a video about PALTrak and the PALTrak Segregated Funds module.
