Skip to Content
Morningstar Logo

Personalization at Scale: How Data Aggregation Enables Tailored Insights

Given today’s technology-driven retail experiences, consumers expect personalization in all aspects of their lives. In a world of personalization, building a trusted client-advisor relationship starts with technology-based solutions powered by data and insights designed for wealth management.

See how personalized insights powered by enriched, aggregated data analyzed to fit individual preferences and values can help clients view a portfolio not only as a commodity but as an extension of themselves.

Download this eBook to learn how investment-first aggregated data and integrated Morningstar insights enable personalized advice.

Morningstar ByAllAccounts® + Insights Can Help Investors Be More Personal:

  • Understand how technology and human interactions can drive personalization in financial management.
  • Aggregate sophisticated investment-first data to present an investor's full financial picture.
  • Glean insights from data and help you assess clients' risk preferences and goals to enable.