Financial advisers today have a plethora of software/platforms to automate their processes and offer online transactions to clients.
However, there was no software which could help advisers while prospecting. Keeping this in mind, Morningstar launched Adviser Workstation (AWS), a powerful tool which helps advisers make a case for investing in mutual funds and do much more. Here’s how AWS is helping advisers grow their business.
To help you get a better understanding of AWS, Morningstar is hosting a one-hour webinar to take you through the features of this product.
Here’s how you can register for the webinar:
- Date: Monday, 6 November, 2017
- Time: 4.30 pm to 5.30 pm
- Venue: Webinar (Go-to-Training)
- No. of Seats: 25 (first come first serve basis)
- Registration Link: http://mscomm.morningstar.com/LP=2998
