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Reports that Get Results
Morningstar Advisor Workstation Enterprise Edition produces concise, visually compelling reports that strengthen your presentation efforts. They help you communicate your recommendations and investment advice.

Easy to Create and Deliver.
Most reports are NASD reviewed, so you can use them in many sales situations. All are generated in standard PDF format, giving you the flexibility to print them for presentations, save them for client portfolio maintenance, or share them with prospects for an instant portfolio update or proposal addendum. Plus, the Enterprise Edition is Web-based and uses the most current information in our databases, so your reports will always contain the most up-to-date information.

 
   
   
     
 
 
 
 
Mutual Fund Detail
Highlights key performance, investment style, portfolio, and operations information in a single-page NASD-compliant format.

NASD Compliant
     
Stock Detail

Includes proprietary Morningstar Stock Grades
for profitability, growth,
and financial health, along with the Morningstar Fair Value measure.

NASD Compliant
     
VA/L Subaccount Detail
Provides comprehensive coverage at both the subaccount and policy level, with tools that allow meaningful comparisons
to other managed product types.
NASD Compliant
     
     
Risk/Needs Assessment
Summarizes the client’s
risk scoring and suggested asset mix with historical performance data for the suggested asset mix.
Advisor-Use Only
     
Goals Overview
Creates an overview of all
of a client’s investment goals, possibilities for future asset growth, and probabilities of achieving each goal.
Advisor-Use Only
     
Individual Hypothetical
Illustrates historical performance in an NASD-compliant Hypothetical Report that can be given directly to clients.
NASD Compliant
     
     
Portfolio Hypothetical
Shows how each security within a portfolio contributes to the overall performance of the portfolio.
NASD Compliant
     
Comparison Hypothetical
Highlights the performance of an investment in comparison with competing funds or a Select List.
Advisor-User Only
     
Portfolio Snapshot
Provides an in-depth synopsis of the client's portfolio, with asset-class and investment style breakdowns, performance information and top holdings.
NASD Compliant
     
     
Portfolio X-Ray
Includes detailed relative sector exposure, investment style breakdowns, top holdings for the overall portfolio, and regional exposure.
NASD Compliant
     
Stock Intersection
Identifies cumulative exposure to individual equities, based on stock holdings and the underlying holdings of the managed products in the portfolio.
NASD Compliant