Layout templates are provided so that advisors can tailor the look of the newsletter to clients and include their own profiles, photos, logos, and contact information. Morningstar adds content to the system's online library each month. The newsletters can be delivered to clients in electronic .pdf file format, or saved and printed for hard-copy delivery.
Price: $399, one-year, single-user subscription. Morningstar: (312) 384-4000. http://global.morningstar.com/newsletterbuilder.
Estimated reading time: 0 minutes, 33 seconds
Morningstar Newsletter Builder
Morningstar Newsletter Builder utilizes a drag-and-drop interface via which advisors can design customized newsletters for clients. Content is drawn from an online library of FINRA-reviewed Morningstar articles and charts, which are searchable by topic and keyword and which can be integrated with content from advisors.
Latest from The Progressive Accountant
Most Read
-
-
Aug 24 2025
-
Written by The Progressive Accountant
Explore how RPA and AI are transforming accounting practices, enhancing…
-
-
-
Aug 24 2025
-
Written by The Progressive Accountant
Explore the rise of AI-powered auditing in U.S. accounting firms,…
-
-
-
Aug 31 2025
-
Written by The Progressive Accountant
Explore the transformative impact of AI on the accounting industry,…
-
-
-
Aug 31 2025
-
Written by The Progressive Accountant
Explore the latest IRS changes impacting small businesses, the challenges…
-