Morningstar® Advisor Workstation Enterprise Edition provides advisors with investment planning, client presentation, portfolio analysis, and investment research tools. Advisors can efficiently analyze investments and portfolios to give recommendations using reports and information that clients can understand. Enterprise Edition is licensed to large institutions as a Web-based modular platform designed to work with an organization’s other systems and applications.
Enterprise Edition provides advisors with investment planning, client presentation, portfolio analysis, and investment research tools. Advisors can efficiently analyze investments and portfolios to give recommendations using reports and information that clients can understand. Enterprise Edition is licensed to large institutions as a Web-based modular platform designed to work with an organization’s other systems and applications.
