Managing an adviser practice is rarely, if ever, a straightforward process. On a daily basis you handle multiple tasks—investment research, portfolio analysis and investment planning. All while serving existing clients with ongoing updates and prospecting for new ones.
For all of the tasks you perform and roles you play, Morningstar® Adviser WorkstationTM can help you do them better. It’s a web-based platform, so you’ll always have the latest Morningstar investment data and its intuitive design and navigation will streamline your daily work.
Best of all, Adviser Workstation helps you get results. Its comprehensive, visually-compelling reports will strengthen your message to clients and make the most convincing case for your recommendations.
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