Morningstar Adviser Workstation
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Morningstar was founded on the concept of empowering investors to make better investment decisions. Today that ethos still holds true, and is why Morningstar offers a range of services to the financial planning community starting with Morningstar Adviser Workstation Office Edition - our leading edge investment advice process software solution for UK Financial Advisers. To take a look at the capabilities of the product, please review the following video link. Morningstar Adviser Workstation Capabilities Video, and the Adviser Workstation website.
Unparalleled Data Coverage
Morningstar Adviser Workstation (AWS) offers advisers whole of market data including UK Unit Trusts and OEICs, International funds available for sale in the UK, Unit Linked Life and Pension funds, UK ETFs, UK Investment Trusts, Global Equities, Hedge Funds and Global Index database.
Morningstar data is distinguished by our attention to accuracy and unique insistence upon comprehensive portfolio holdings collection, which ensures that asset allocation, comparisons, portfolio reporting and the advice you provide to your clients, can be based upon a complete and accurate understanding of the exposures implicit within them.
The software gives you access to 100s of quantitative performance and risk measures, operational and asset allocation data enabling both simple and in-depth search filters.
Qualitative Analysis
Adviser Workstation also includes the uniquely valuable Qualitative Fund Research, getting behind and beyond the performance numbers to truly understand and explain the process and quality of fund management in each fund/company. A five point scale rates funds from Elite to Impaired. Our analysts are independent and free from commercial influence allowing them to provide advisers and investors with a fully rounded view on all the funds we cover.
Financial Planning and Proposal Generation
Adviser Workstation’s investment planning module enables advisers to provide the right asset allocation mix based on their clients investment horizons and tolerance to risk. The portfolio optimiser will then find the best fit of funds from your previously created investment lists and create professional, easy to understand proposals for your clients.
Outsourced Portfolio Management
Market leading independent investment portfolios from OBSR and Morningstar can be delivered through Adviser Workstation as an additional service.
Ascentric Integrated
Import your client’s holdings information from Ascentric into Adviser Workstation to guarantee data integrity and avoid unnecessary data entry. Client’s current positions can be analysed quickly using the Morningstar X-Ray tool, an essential first step in your client review.
All of this is seamlessly packaged within Morningstar Adviser Workstation, providing you with all the tools and support you need to create a value proposition around a robust and proven independent investment advice process.
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