Morningstar Advisor Catalog 2008 - 22
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
Morningstar Advisor Catalog 2008
Table of Contents for the Digital Edition of Morningstar Advisor Catalog 2008
Morningstar Advisor Catalog 2008
Contents
Communication
Research
Software
Investment Services
Community
Morningstar Advisor Catalog 2008 - Morningstar Advisor Catalog 2008
Morningstar Advisor Catalog 2008 - Contents
Morningstar Advisor Catalog 2008 - 1
Morningstar Advisor Catalog 2008 - Communication
Morningstar Advisor Catalog 2008 - 3
Morningstar Advisor Catalog 2008 - 4
Morningstar Advisor Catalog 2008 - 5
Morningstar Advisor Catalog 2008 - 6
Morningstar Advisor Catalog 2008 - 7
Morningstar Advisor Catalog 2008 - 8
Morningstar Advisor Catalog 2008 - 9
Morningstar Advisor Catalog 2008 - Research
Morningstar Advisor Catalog 2008 - 11
Morningstar Advisor Catalog 2008 - 12
Morningstar Advisor Catalog 2008 - 13
Morningstar Advisor Catalog 2008 - 14
Morningstar Advisor Catalog 2008 - 15
Morningstar Advisor Catalog 2008 - 16
Morningstar Advisor Catalog 2008 - 17
Morningstar Advisor Catalog 2008 - Software
Morningstar Advisor Catalog 2008 - 19
Morningstar Advisor Catalog 2008 - 20
Morningstar Advisor Catalog 2008 - 21
Morningstar Advisor Catalog 2008 - 22
Morningstar Advisor Catalog 2008 - 23
Morningstar Advisor Catalog 2008 - 24
Morningstar Advisor Catalog 2008 - 25
Morningstar Advisor Catalog 2008 - 26
Morningstar Advisor Catalog 2008 - 27
Morningstar Advisor Catalog 2008 - 28
Morningstar Advisor Catalog 2008 - 29
Morningstar Advisor Catalog 2008 - 30
Morningstar Advisor Catalog 2008 - 31
Morningstar Advisor Catalog 2008 - 32
Morningstar Advisor Catalog 2008 - 33
Morningstar Advisor Catalog 2008 - 34
Morningstar Advisor Catalog 2008 - 35
Morningstar Advisor Catalog 2008 - 36
Morningstar Advisor Catalog 2008 - 37
Morningstar Advisor Catalog 2008 - Investment Services
Morningstar Advisor Catalog 2008 - 39
Morningstar Advisor Catalog 2008 - 40
Morningstar Advisor Catalog 2008 - 41
Morningstar Advisor Catalog 2008 - Community
Morningstar Advisor Catalog 2008 - 43
Morningstar Advisor Catalog 2008 - 44
Morningstar Advisor Catalog 2008 - 45
Morningstar Advisor Catalog 2008 - 46
Morningstar Advisor Catalog 2008 - 47
Morningstar Advisor Catalog 2008 - 48
Morningstar Advisor Catalog 2008 - Cover3
Morningstar Advisor Catalog 2008 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com