Croesus, a leading provider of wealth management solutions, today announced at the TDAI National LINC Conference that it is now offering the Morningstar® Portfolio SnapshotTM and X-RayTM Reports within its client reporting functionality.
The reports present a detailed overview of clients’ most important portfolio information. The Morningstar Portfolio Snapshot Report includes style diversification, risk and fundamental analysis, sector weightings, asset allocation and performance. The Morningstar X-Ray Report summarizes the underlying portfolio holdings, risk/return analysis, regional and sector exposure, and investment style.
