From: RYAN MCCLELLAND
Sent: Monday, August 10, 2009 4:55 PM
Subject: Morningstar Advisor September 2009 Release News
Hello,
Below you will find links to the Release News Updates for the next releases of Advisor Workstation Enterprise Edition (including Hypothetical Illustrator), Portfolio Builder, Site Builder, and Annuity Analyzer, scheduled for Saturday, September 26, 2009.
In addition to the PDF versions, Word document versions are also available so you can cut and paste relevant items from the documents 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 might not receive some of the changes described in these documents. If you have any questions, please contact your Relationship Manager.
In addition to the Release News links, below is a link to an additional PDF covering some other projects Morningstar is working on for future releases. We thought you might like to know about these now, so you can begin discussions with your Relationship Manager or National Account Manager if you are interested in pursuing them.
What Morningstar Has Been Working On
http://advisor.morningstar.com/enterprise/2009-09-26Upcoming.pdf
Advisor Workstation Enterprise Edition
http://advisor.morningstar.com/enterprise/2009-09-26AWSEReleaseNews.pdf
http://advisor.morningstar.com/enterprise/2009-09-26AWSEReleaseNews.doc
Portfolio Builder
http://advisor.morningstar.com/enterprise/2009-09-26PBReleaseNews.pdf
http://advisor.morningstar.com/enterprise/2009-09-26PBReleaseNews.doc
Site Builder
http://advisor.morningstar.com/enterprise/2009-09-26SBReleaseNews.pdf
http://advisor.morningstar.com/enterprise/2009-09-26SBReleaseNews.doc
Annuity Analyzer
http://advisor.morningstar.com/enterprise/2009-09-26MAAReleaseNews.pdf
http://advisor.morningstar.com/enterprise/2009-09-26MAAReleaseNews.doc
Thanks
The Morningstar Advisor Software Team