Core Standard Feature Enhancements
are changes or additions to the standard platform implemented automatically for all institutions.

Morningstar Advisor Workstation to Remove Interactive X-Ray Tool – Feb. 22, 2024

Originally posted Jan. 19, 2024

With our upcoming release on Feb. 22, 2024, Morningstar Advisor Workstation will remove the Interactive X-Ray tool in the Portfolio Module and Tools menu for select firms. Members can instead utilize the Portfolio X-Ray Report.

Please note, though the removal will occur on Feb. 22, members may have access to the tool for a few days following the release due to additional processing time needed. 

No client action is needed, as we will automatically remove the tool. User acceptance testing will be available from Feb. 12 to Feb. 16. Contact your Customer Success Manager with questions or additional needs.