Workstation Office Edition Research Capabilities Workstation Enterprise Edition Principia Screen and rank Indexes Analyst reports Morningstar (Quicktake) Reports Investment Detail Reports On 850+ data points 16,000+ L LAdvanced L L L L L L L L LAdvanced LAdvanced L On 250+ data points 350+ LPremium option L L L L L L L L N/A LBasic L N/A N/A Daily and intra-day L L N/A L N/A N/A N/A N/A On 250+ data points 225 LMF+/ST+ L L L N/A L L LDC/AA LH LDC LBasic L N/A N/A Monthly LH/AA LAA LAA LAA N/A N/A N/A N/A Portfolio Diagnostics and Construction Portfolio Snapshot Report Portfolio X-Ray Report Stock Intersection Report Portfolio Construction Portfolio Comparison Report SM ® TM Proposal and Sales Tools Portfolio Management Hypothetical Illustrations Investment Policy Statement Client Management Portal Direct portfolio import Portfolio accounting and reporting Transactional downloads from custodian L Security/portfolio alert updates Planning Tools Daily and intra-day L L L L L L L L Risk Assessment Monte Carlo-based Goal Planner Efficient Frontier Risk-based model portfolios Customer Relationship Management Client Reporting E-mail, tasks, contacts, calendar Import from other CRM systems Client report archive Batch reporting L Included L Included, FINRA reviewed AA Available in Asset Allocation DC Available in DC Plans ST+ Available in Stocks Advanced H Available in Hypotheticals CD MF+ Available in Mutual Funds Advanced 37