Morningstar Advisor Catalog 2008

Morningstar Advisor Workstation Enterprise Edition ® SM A modular Web-based platform designed for advisors affiliated with a brokerage, custodial, or clearing firm. Morningstar Advisor Workstation Enterprise Edition is offered to advisors through participating firms. It’s built around four core modules that deliver Morningstar’s full breadth of investment research, screening capability, portfolio analysis and construction tools, client presentation and report development, and planning capabilities such as a Monte Carlo simulator and risk assessment tools. Each module works together to help advisors tackle any client situation—client reviews, new client pitches, pinpointing trouble areas within an initial portfolio, and ongoing portfolio monitoring and maintenance. The intuitive interface and FINRA-reviewed reports are designed to help advisors deliver with impact, quickly and efficiently. Enterprise Edition allows advisors to meet nearly every need of their clients. Portfolio Snapshot Reports provide an overall picture of how a client’s investments are performing. Portfolio Comparison is ideal for new client situations and allows an intelligent discussion of the differences between a client’s current portfolio and a proposed investment strategy, with explicit side-by-side comparisons. The Stock IntersectionSM Report reveals clients’ overall exposure to individual equities in the underlying holdings of their portfolios. The Investment Detail Reports provide the necessary investment-level detail needed to support specific advisor recommendations. And security or portfolio-level alerts help advisors stay on top of the changes in performance or operations of any given investment or portfolio. Most importantly, Enterprise Edition can be integrated with leading third-party systems, including Pershing’s NetExchange Pro®, TD AMERITRADE’s Veo®, Albridge Solutions Wealth Reporting platform, and MoneyGuidePro. These integrations eliminate the need for manual data entry, saving time and decreasing the chance of errors. Subscriptions are available at an exclusive price for advisors associated with the participating firms listed here. Call or check online for a more comprehensive list of firms licensing Enterprise Edition. 24 Software

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Morningstar Advisor Catalog 2008 Contents Communication Research Software Investment Services Community

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