Morningstar Catalog 2010/2011 - (Page 55)
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Morningstar Office All-inclusive advisor practice management software.
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Independent research and data for more than 325,000 investments Automated portfolio rebalancing and trade optimization New Report Studio for fully customizable client reports Morningstar Office is our complete practice and portfolio management platform for independent advisors, integrating the key systems that support an advisor’s practice into one powerful web-based application.
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Morningstar Office streamlines the core aspects of an advisor’s business, from portfolio accounting and performance reporting to investment planning, research, and client management. Advisors can also leverage our expertise in data management by outsourcing their daily import and reconciliation process to Morningstar® Back Office Services.
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Trade Optimizer, this new rebalancing system considers tax lots and trading costs, providing an intelligent and efficient way for the advisor to manage multiple portfolios and provide clients with a consistent investment strategy. Extensive reporting capabilities make it easy to develop presentations and documents for advising clients and conveying performance results. As a central hub for client communications, Morningstar Office features more than 100 professionally designed reports, including a fully customizable Investment Policy Statement, account summaries, and more. 33
Simplifying one of the most time-consuming tasks for advisors, Morningstar Office can now automatically rebalance client portfolios based on pre-determined asset allocation levels set by the advisor. Complemented by a built-in
Planning
Portfolio Management
Client Management
Research
Productivity partner. Morningstar Office helps independent advisors manage all aspects of their practice, increase efficiency, and communicate with clients and prospects.
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Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011
Morningstar Catalog 2010/2011
Contents
Legg Mason
T. Rowe Price
E*TRADE
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
ING
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
Morningstar.com®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books
Morningstar Catalog 2010/2011
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