Security Benefit's Portfolio Planner Powered by Morningstar® guides you through the process of creating a portfolio appropriate for your client's risk tolerance. This tool allows you to quickly allocate a portfolio by either target date fund or asset allocation model, making it easy to construct sound portfolios.
It can also help to:
- Highlight fund stories and investment strategies for existing and new clients
- Deliver industry-leading portfolio analysis and reports during the annual review process
- Promote our diverse line of mutual fund and variable annuity products for your clients’ asset consolidation and IRA rollover investment needs
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Access the Portfolio Planner Powered by Morningstar® You must be appointed and have an account on SecurityBenefit.com to access the platform. Find out how you can get appointed and register for an online account. |
Report Highlights
The Portfolio Planner Powered by Morningstar® has the ability to pull a variety of reports to provide you with insights on how best to manage your client's portfolio.
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The Portfolio X-Ray report is used by advisors to reveal an instant view of how diversified a portfolio is based on the underlying holdings of every managed investment and individual security it contains by using:
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The Portfolio Comparison report is used by advisors to contrast key performance and style characteristics of a current portfolio with a proposed portfolio to convey how it's more appropriate for a client or prospect by using:
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The Stock Intersection report is used by advisors to show the 50 largest individual stock holdings in the portfolio, ranked by % of portfolio's net assets. Information about each stock shown:
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The Investment Detail Report (IDR) is used by advisors to show a detailed breakdown of a single fund contained within the portfolio.
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Your Sales Team is ready to show you how our Portfolio Planner Powered by Morningstar tool can provide new solutions to help you take care of customers, while also making it easier to build your business.