Hello,

Below you will find links to the Release Announcements for the releases of Advisor Workstation (including Hypothetical Illustrator), and Annuity Analyzer, currently scheduled for Saturday, March 26, 2010. There are no new features to announce for Portfolio Builder and Site Builder at this time.

In addition to the PDFs, Word documents are also available so you can cut and paste relevant items for distribution via e-mail, newsletter, or Intranet portal.

Note that your institution might not license all of the products below. Additionally, depending on configuration and customization options, you may not receive some of the changes described in these documents. If you have questions, please contact your Relationship Manager.

While the items contained in the news documents below will be released to all applicable clients later this month, Advisor Workstation 2.0 will also be launching to select clients at this time. This new version of Advisor Workstation includes a great deal of new functionality. We will be communicating these enhancements in the Release Announcement scheduled to go out on or about March 26^th. In the meantime, you can review the Advisor Workstation 2.0 Frequently Asked Questions.

Please note that Advisor Workstation 2.0 is being rolled out on a client-by-client basis. If you have not already done so, please contact your Relationship Manager to set up a migration plan.

Advisor Workstation

http://advisor.morningstar.com/enterprise/2010-03-26AWSEReleaseNews.pdf

http://advisor.morningstar.com/enterprise/2010-03-26AWSEReleaseNews.doc 

Annuity Analyzer

http://advisor.morningstar.com/enterprise/2010-03-26MAAReleaseNews.pdf

http://advisor.morningstar.com/enterprise/2010-03-26MAAReleaseNews.doc

Thanks,

The Morningstar Advisor Software Team