Canada Morningstar Japan Fondstar. The Principia Pro system is a radical departure from conventional professional investment software. As its new name implies, Morningstar Principia Pro provides a completely new perspective of investment research and analysis used by discerning professionals to build optimal portfolios for their clients. No other software allows the integration of all key investment types into a single portfolio for combined analysis. Principia Pro is the only system that enables the professional to consider the complete investment picture and recommend products that truly work together in a portfolio.
Clients expect more than cookie-cutter sales ideas.
More than any other product available, Principia Pro gives the professional the necessary tools to deliver recognizable value quickly and profitably. Professionals can show clients what would have happened historically had the client actually invested in the recommended product or portfolio. The first software available for stocks that is completely integrated with the Principia Pro software line, it gives professionals the flexibility to suggest stocks for a portfolio or include a client's current stock holdings when analyzing new investment possibilities. Principia Pro automatically monitors the investments based on user-defined criteria and with each update, notifies the advisor of changes worth consideration. The Principia Pro software suite is a comprehensive research and presentation tool designed for financial planners, investment advisors, brokers, accountants, and other professionals who advise and make recommendations to clients.