Morningstar 2011/2012 - (Page 20)

20 Custom Software and Services Our advisors get the value of Advisor Workstation directly through our client management , system, Client360° because of the technology innovation between Commonwealth and Morningstar. ® Darren Tedesco Managing Principal, Innovation and Strategy Commonwealth Financial Network Read the full story on p. 2 QUICK FACTS Portfolio Data Integration* Albridge® Wealth Reporting eMoney Advisor MoneyGuidePro National Financial’s Streetscape® Pershing’s NetX360 TD Ameritrade Institutional’s Veo® TM TM Sector Exposure Equity Style Analysis Central client hub. The Clients & Portfolios Module houses client portfolio information with all the tools needed to import, analyze, build, and monitor portfolios. Key FINRA-Reviewed Reports Portfolio Snapshot Investment Detail Hypothetical Illustration Stock Intersection Portfolio X-Ray® Fund vs. Fund TM TM SM Distribution Purchased directly by a licensing firm for a minimum of 25 affiliated financial professionals Immediate planning and forecasting. Dynamic tools instantly reflect the effects of portfolio adjustments on risk levels and income forecasts. 33 To make a case for their recommendations, advisors use Morningstar ® Advisor Workstation to produce investment scenarios based on historical data. These hypothetical illustrations act as a powerful sales tool by clearly communicating to investors how various strategies could affect their portfolios. Intuitive planning capabilities also help advisors run simulations and generate proposals based on a client’s specific goals, preferred risk tolerance, and current holdings. SM The full range of investment data available in Advisor Workstation now includes research for 1.3 million corporate, government, and municipal bond issues from the premier provider of fixed-income securities, Interactive Data Corporation. Advisors can fully analyze portfolios and represent a complete view of client accounts in professionally designed Morningstar reports. Learn our research on new bond coverage Read more about our Asset Allocation global.morningstar.com/bonds Advisor Workstation integrates with the most widely used brokerage and portfolio accounting systems to automatically transfer client and account data. And now, implementations with Morningstar ® Enterprise Data Management (see p. 22) can stream in updated client, portfolio, and holdings data nightly for up-to-date portfolio analysis and client reporting. With this new service, advisors can view client data automatically in Advisor Workstation’s most popular reports. *The third-party platform providers listed here are not affiliated with Morningstar, Inc. http://global.morningstar.com/bonds

Table of Contents for the Digital Edition of Morningstar 2011/2012

Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications

Morningstar 2011/2012

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