The support service provider has added risk assessment tools from Morningstar UK and asset allocation models from Ibbotson Associates, a unit of Morningstar.
Once the data is fed into the tools and stored on the platform the adviser need not re-key any further information. They can then use the information across their existing portfolio, including all legacy assets.
True Potential senior partner Mark Henderson says: “Morningstar brings a deep understanding of the adviser community and Ibbotson has been pioneering asset allocation theory for more than 30 years. We are pleased to be able to tap into their combined strengths to further enhance our platform and apply correct asset allocation accurately and efficiently.”