Morningstar Catalog 2010/2011 - (Page 45)

+ 1 866 374 – 8800 45 Morningstar Advisor Workstation Custom-configured investment planning platform. ® SM 3 3 3 Flexible, user-friendly interface that helps advisors work more efficiently Tools and investment data deployed based on a firm’s needs Advisor’s investment recommendations delivered via FINRA-reviewed reports Completely redesigned for the way advisors work today, Morningstar® Advisor Workstation integrates the latest Morningstar investment data, tools, and SM reports to help serve existing clients and generate new business. This modular platform assists advisors with daily tasks, either independently or while collaborating with colleagues. Not only is it easier to use, but it also offers expanded research and investment planning capabilities. From the inside out, we built the new Advisor Workstation with the latest web-based technologies. An intuitive home view offers quick access to favorite securities and features. Simplified menus and right-click functionality make it possible to move seamlessly between tasks like analyzing portfolios and creating reports. Advisor Workstation now supports collaborative teams and shared books of business, allowing subscribers across one or multiple offices to maintain the same files. Built-in permission controls make it easy to grant access to specific users, giving them the rights to either view or edit client data, portfolios, hypothetical illustrations, models, and investment searches. 33 11-30-2010 11-30-2010 11-30-2010 05-22-2000 to 08-31-2010 8-31-2010 11-30-2010 11-30-2010 11-00 11-01 11-02 11-03 11-04 11-05 11-06 11-07 11-08 11-09 Portfolio SnapshotTM Report Hypothetical Illustration Fund vs. Fund Report Powerful platform for serving clients. We build customized versions of this investment planning platform for brokerage and asset management firms from modules that help their financial professionals serve clients and prospects.

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Legg Mason
T. Rowe Price
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011