An enhanced and streamlined Morningstar experience is here!

June 22, 2015

An enhanced and streamlined Morningstar experience is here!
As a leading provider of Group Retirement Services in Canada, we’re always looking at ways to enhance the experience of our plan sponsors and their plan members. Today, we’re pleased to share with you that effective June 8, 2015; we’ve upgraded our Morningstar tool to offer you a more seamless and navigationally intuitive experience with enhanced research and reporting capabilities.

Morningstar is a leading provider of independent investment research and analysis. Using the tools available within Morningstar, users can access a range of information and various tools to help them learn about and understand the investments available within a plan. It also provides investment information and tools that can help you make important plan administration decisions and help your plan members save for life events and a brighter retirement.

Here are some of the key enhancements you’ll notice:

A new homepage with customizable widgets and enhanced navigation menu


Enhanced HTML Quicktakes that members will see on the Morningstar member site

The ability to create advanced customized graphs, and reports based on user needs.

As well as:

  • Enhanced detailed and customizable reporting
  • On demand Rate of Return reports
  • Pre-generated SLF specific lists
  • Ability to export multiple QIRs to a single PDF
  • Virtual training resources

Training and Support
Supporting training documents are available within the Morningstar Virtual Training Centre. The following documents provide more detail on what’s new, key features and best practices.  You access them by logging in to Morningstar and selecting the Virtual Training Centre tab.

  • Quick start guide
  • Quick reference guide
  • Home screen training guide

How this impacts plan members?
The plan member Morningstar experience has also been enhanced. Plan members can now access Morningstar through simplified navigation and will enjoy a seamless experience between the secure site and the now embedded Morningstar tool.  Here are a few other key enhancements members will notice:

  • New homepage menu and navigation
  • Rate of Return & Unit Values as the new default landing page
  • Improved X-ray tool with more detailed portfolio and performance metrics of their investments
  • HTML Quicktakes detailed reporting launched by simply clicking on an investment name
  • Virtual resources

We will be notifying members of these updates via the secure page, as well as, within the Morningstar tool itself. Note: plan members will only be able to see the investments available to them under their plan.

Contact your Sun Life Financial Group Retirement Services representative.