Morningstar Managed Portfolios Platform
GPTKB entity
Statements (70)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Company
|
| gptkbp:bfsLayer |
3
|
| gptkbp:bfsParent |
gptkb:aircraft
|
| gptkbp:enhances |
Investment Decision Making
|
| gptkbp:facilitates |
gptkb:Company
Client Engagement Investment Planning |
| gptkbp:features |
Customizable Portfolios
|
| gptkbp:focuses_on |
gptkb:API
Long-Term Growth |
| https://www.w3.org/2000/01/rdf-schema#label |
Morningstar Managed Portfolios Platform
|
| gptkbp:includes |
gptkb:benchmark
Risk Assessment Tools Market Analysis Tools Client Customization Options |
| gptkbp:integrates_with |
Third-Party Custodians
|
| gptkbp:is_accessible_by |
Web Interface
|
| gptkbp:is_available_in |
gptkb:North_America
Retail Investors |
| gptkbp:is_available_on |
Mobile Applications
|
| gptkbp:is_compatible_with |
Various Asset Classes
|
| gptkbp:is_designed_for |
Institutional Investors
Wealth Management Firms |
| gptkbp:is_designed_to |
Enhance Client Outcomes
|
| gptkbp:is_evaluated_by |
Investment Analysts
|
| gptkbp:is_integrated_with |
gptkb:financial_services_company
CRM Systems |
| gptkbp:is_known_for |
User-Friendly Interface
Comprehensive Data Access |
| gptkbp:is_part_of |
gptkb:Morningstar's_Investment_Management_Services
Investment Advisory Services Morningstar's Suite of Services |
| gptkbp:is_promoted_by |
Morningstar Marketing Team
|
| gptkbp:is_recognized_by |
Industry Awards
Investment Professionals |
| gptkbp:is_recognized_for |
Innovative Solutions
|
| gptkbp:is_supported_by |
Technology Infrastructure
Research Analysts Client Service Team |
| gptkbp:is_used_by |
Wealth Managers
|
| gptkbp:is_utilized_in |
gptkb:software
gptkb:Educational_Institution Portfolio Managers |
| gptkbp:offers |
Investment Education
Investment Strategies Tax Optimization Strategies Client Reporting Tools Investment Performance Reports Asset Allocation Models Investment Insights Reports Fee Transparency Automated Rebalancing |
| gptkbp:operated_by |
gptkb:Morningstar,_Inc.
|
| gptkbp:provides |
Investment Strategy Development
Compliance Monitoring Diversification Strategies Investment Insights Investment Research Tools Performance Benchmarking Investment Risk Assessment Investment Monitoring Managed Investment Solutions |
| gptkbp:provides_access_to |
Research Reports
|
| gptkbp:regulates |
gptkb:Financial_Industry_Regulatory_Authority_(FINRA)
|
| gptkbp:supports |
Retirement Planning
ESG Investing Client Reporting Goal-Based Investing |
| gptkbp:targets |
Financial Advisors
|
| gptkbp:utilizes |
gptkb:Company
|