Morningstar 2011/2012 - (Page 54)

54 Independent Advisor Software and Services Independent Advisors Boost their Productivity with Morningstar Office SM Client Management We can easily pull up reports of any kind for sophisticated analysis of what clients have in their portfolios and how they are doing versus the field. Mark Hall, Strategic Investment Advisors / Scottsdale, Arizona Investment Planning Morningstar Office allows us to provide true customization for the modeling of an investment portfolio. Kevin Davis, Davis & Wehrle, LLC / Austin, Texas Morningstar Office is a financial advisor’s true platform for independence. Our all-in-one practice and portfolio management suite streamlines the core aspects of an advisor’s business— from portfolio accounting and performance reporting to investment planning, research, and client SM management—simplifying many of the most time-consuming day-to-day tasks. A leading practice and portfolio management system for investment advisors in the United States and available globally, Morningstar Office provides the industry’s most comprehensive investment 

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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