The Morningstar Advisor Workstation TD Waterhouse Edition will be offered by the end of March at a special rate to advisors in several packages, ranging from a basic solution of research and client portfolios to full functionality, TD Waterhouse said. Additionally, financial advisors will later be able to manage their clients’ portfolios through automatic integration of their TD Waterhouse account information.
The complete Morningstar Advisor Workstation TD Waterhouse Edition is comprised of modules dealing with research, clients and portfolios, sales and planning, according to the announcement.
For more information, go to www.tdwaterhouseinst.com .
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