75Point3 06 How can I tell if Portal will work for me? Everyone has different financial goals. But do you know the best way to achieve yours? What if you want to retire early? Do you have family wealth you need to manage? Is Inheritance Tax a concern? Are you taking advantage of discounts or rewards for having larger funds? Do you know what your retirement options are? Portal can make it easier to manage your money and plan for the future and it helps 75point3 to plan more effectively for multiple goals. 75point3 can then show you exactly how these could be achieved. With all the options in front of you, it’s easier to decide what’s right for you. About Morningstar Morningstar acquired the technology behind Portal from innovative international financial services software firm, Praemium, in 2022. The technology has taken a highly complex and time-consuming process and simplified it. They’ve taken a revolutionary approach to a totally disrupted market. Morningstar’s solution is so good that it’s grown in usage across the globe to almost 1,000 financial institutions and over 500,000 investors. Morningstar UK opened in London in 2000 and launched www.morningstar.co.uk in 2001. The website offers access to, and objective information on, more than 9,000 funds available for sale in the UK and 42,000 stocks worldwide. Our goal is to help individual investors and their advisers make better investment decisions. Every day at Morningstar.co.uk, users research investment funds, gain market insight and track their portfolios. Morningstar.co.uk is more than a research tool—it’s a learning centre for both novice and professional investors. How does Portal work? Portal can help you focus on what’s important Portal can keep you on track with your investments. Decisions are easier to make and if you need to, you can react faster. Portal can also help you to take advantage of any tax breaks on offer. With everything in one place, there’s no need to worry that you’ve missed anything. Because our system is always up-to-date, there’s no need to look anywhere else. Is Portal a safe place for me to place my money? Our Portal proposition was developed in conjunction with Morningstar. Morningstar hosts and provides the technology behind most of our Portal services, however, where we feel that different technology is better suited to our customers then we provide our services with different partners. If we use one of our other partners for your investments we’ll explain why. We believe our Portal offers the fullest, most flexible, coherent, and comprehensive system on the market. Portal is consistently evolving to stand the test of time.
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