Morningstar 2011/2012 - (Page 58)
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Independent Advisor Software and Services
Morningstar Principia Flexible investment research and portfolio management software.
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Premier investment research combines with specialized planning tools to provide advisors with a flexible, fully configurable system tailored to their needs. Advisors can easily add capabilities and expand research coverage on demand. Modules include data, research, portfolio management tools, and commentary on stocks, mutual funds, exchange-traded funds, variable annuities, closed-end funds, fixed-income investments, and separate accounts. Sales and planning tools are available for hypothetical illustrations, retirement plan due diligence, presentations, and asset allocation. Portfolio accounting and performance reporting capabilities are offered through the newly enhanced Principia CAMS module.
View tutorials and sample reports global.morningstar.com/Principia
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Morningstar Investment Conferences Insights from the industry’s top minds.
For more than 20 years, the Morningstar ® Investment Conference has been an epicenter for discussing key ideas in investing. Now held annually in cities from Chicago to Sydney, these must-attend events unite advisors with fund managers, broker/dealers, and other industry leaders from around the world to network and explore the trends shaping today’s markets. Attendees can participate in thought-provoking presentations and build their knowledge and skills to better serve their clients. The Chicago event also features a special Advisor User Forum, an exclusive training event for Morningstar Office, Principia, Morningstar ® Advisor Workstation, and Morningstar ® QuoteSpeed clients.
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Learn more about our next event global.morningstar.com/MIC
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http://global.morningstar.com/Principia
http://global.morningstar.com/MIC
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
https://www.nxtbookmedia.com