Hello,

Attached you'll find the Release News for the next release of Morningstar Advisor Workstation Enterprise Edition, scheduled for Saturday, March 7, 2009.

In addition to the PDF version, we're including a Word document version so institutions can cut and paste relevant items from the document into their own e-mails, newsletters, Web sites, etc.

Note that depending on configuration and customization options, customers may not receive some of the changes described in these documents. If you have any questions, please contact your Relationship Manager.

Thanks!

The Morningstar Advisor Workstation Enterprise Team

Summary of Changes:

FINRA-related Changes

•  No changes scheduled

Feature News (not FINRA-related)

Research News

• Fixed-Income Style Boxes for Funds in Equity Categories to Launch
• Adding risk analysis data
• Change to Percentile Ranking Methodology
• Morningstar Category changes

Clients & Portfolio News

• Price As Of Date added to Portfolio Manager View
• Alert Settings report available

Hypothetical 2.0 News

•  Preferences drop-down
• Save a note when saving a hypothetical illustration
• Transfer date options
• Report font size options
• Ability to change colors on Hypothetical Comparison Illustration report
• Ability to suppress closed subaccounts
• GICS sector graph added to X-Ray and Snapshot
• Landscape VA Hypo 2.0 Reports

Suitability Manager News

• Minimize option added to VA Suitability Manager window
• Share Class Cost Comparison tool to replace Mutual Fund Suitability Manager
• VA Expense Analyzer replaces VA Suitability Manager

Defined Contribution Plans

Landscape Plan Status report

Site Builder

• Portfolio planner
• Perform Minimum Investment check by value and/or percentage
• Input multiple tickers
• Direct-to-PDF function for Rolling Returns and Correlation Matrix
• HTML Correlation Matrix graph added in Portfolio Analysis tool
• Dynamic Growth chart added to Portfolio Analysis and Comparison tools
• Flexible interest rate for cash
• Screener 2.0 added to ABCo site
• Investment Analysis module
• Save unique file name