Morningstar research inside Marloo, with Jack

About this session

Morningstar's fund and model portfolio data now sits inside Marloo, so portfolio research is no longer a separate step in your workflow. Jack talks you through the whole new feature live on screen. You'll see how to: - Compare funds like for like on performance, risk, weightings and sector exposure - Ask Marloo how a client's portfolio is performing against their risk profile and target asset allocation - Drop the analysis straight into a client-ready report without leaving Marloo Register for the next webinar: Marloo is the AI partner for financial advisers.