Morningstar Advisor Catalog 2008

Morningstar Advisor Workstation Office Edition ® SM It’s your Office. Powered by Morningstar. The concept is simple: Combine the major systems that support an advisor’s practice—investment research, financial planning, portfolio management, and relationship management—into a single, integrated application that eliminates redundant data entry and streamlines workflow. The result is Morningstar Advisor Workstation Office Edition, a Web-based solution that meets nearly every practice management of an advisor, all within a single system. As expected from Morningstar, Office Edition contains a powerful research system where investment data is updated in real time and includes performance details, underlying holdings information, and proprietary Morningstar statistics. Easy-to-use tools and advanced reporting output help advisors make consistent comparisons across asset classes and pinpoint appropriate investments for a client’s portfolio. The planning system includes sophisticated tools to help advisors create asset allocation plans based on a client’s goals, risk tolerance, or via an efficient frontier. Comprehensive investment planning features are complemented by extensive, yet clear, reports that explain the advisor’s approach to asset allocation. Customer relationship management tasks are simplified with integrated e-mail, list management, correspondence archiving, and profile data management. Automatically generate and distribute monthly client reports with batch reporting, and access a collection of ready-to-use presentation materials. With Permission Control, advisors can collaborate with staff to maintain consistent client information. Office Edition’s Portfolio Accounting and Reporting system increases efficiency and productivity. Import transaction data from most custodians, reconcile, then post for accurate account record keeping and performance reporting. Advisors can choose from more than 30 portfolio reports to create their own quarterly client reports. Morningstar offers a Data Conversion service so that advisors will maintain historical data accuracy when transitioning to Office Edition. An assigned relationship manager will get the process started. And for advisors who prefer to have Morningstar handle their daily reconciliation needs, Morningstar has a dedicated team of import experts, ready to make sure that when advisors log in to the Office Edition each day, their data is up-to-date and accurate. With Office Edition, Morningstar powers the office to maximize efficiency, leaving advisors more time to focus on serving their clients. Call to learn more about purchasing. 22 Software

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Morningstar Advisor Catalog 2008 Contents Communication Research Software Investment Services Community

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