Morningstar 2011/2012 - (Page 18)
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Custom Software and Services
Firms Prepare Advisors for Success with Morningstar Advisor Workstation
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Morningstar Data for 400,000 Investments
Extensive Data and Analysis
Morningstar Independent Analyst Research for Morningstar Data Morningstar data for 400,000 Investments 330,000 investments Real-Time Market Data and News Morningstar independent Morningstar Independent Analyst Research analyst research
Real-time market Real-Time Market Data and News data and news
Flexible Integration
Third-party portfolio Third-Party Portfolio Accounting Systems accounting systems
Home Office Platforms Home-office platforms Third-Party Portfolio Accounting Systems
Home Office Platforms
A Choice of Modules for Serving Clients
Clients & Portfolios
Research
Planning
Hypotheticals
Morningstar Advisor Workstation is designed to streamline daily tasks. It integrates the latest Morningstar investment data, tools, and reports to help advisors serve existing clients and generate new business. Firms work with Morningstar to deploy versions of this modular platform tailored
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to their advisors’ needs, ranging from research and planning, to hypothetical sales illustrations and real-time market monitoring. Advisor Workstation is the only front-office advisor software platform with data on a full range of investments that offers an underlying
Table of Contents for the Digital Edition of Morningstar 2011/2012
Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications
Morningstar 2011/2012
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