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. A growing number of advisers in India are using our platform which is helping them be ahead of the curve. Here's how Morningstar Advisor Workstation is helping advisers grow thier business.
To help you get a better understanding of AWS, Morningstar is hosting a one-hour webinar on Monday, November 20 from 4.30 pm to 5.30 pm to take you through the features of this product. Click here to register for the webinar. Register now as seats are limited.