Advisor Workstation Office Edition contains capabilities for investment analysis, asset allocation and investment planning, portfolio construction, contact management, and client reporting. The display of Office Edition allows advisors to see a snapshot of their entire practice, highlighting:
- client and prospect information;
- assets under management;
- top securities;
Additionally, financial advisors can access the “core areas” of the platform from the homepage – Practice, Research, and Reports.
Financial advisors can register for a free 14-day trial, view an online demonstration, or find more information at http://advisor.morningstar.com/productpages/intro.asp.
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