Advisor Workstation Product Demonstrations

Select any of the following links below for a dynamic overview of the Advisor Workstation Enterprise Edition, hosted by a Morningstar Account Manager.   This overview is meant for broad distribution. 

Clients And Portfolios Module (19 minutes)

• Client Detail
• Creating Portfolios
• Diagnostic Reports including Portfolio Snapshot, X-Ray and Stock Intersection
• Portfolio Construction
• Portfolio Comparison

Research (27 minutes)

• Investment Research access including Mutual Funds, Stocks, VA/VULs, Exchange Traded Funds and Closed End Funds 
• Searches by Name, Ticker, Criteria
• Custom Views
• Research Reports including Investment Detail and the Quicktake
• Graphs
• Lists
• Market Barometer

Sales/Hypothetical Illustrations (23 minutes)

• Security Selection
• Time Periods
• Initial Investment
• Subsequent Investment/Withdrawal
• Fees
• Rebalancing
• Reporting Options
• Updating Reports