Using Morningstarâs new Wrap Platform data import facility, financial advisers on any of the Funds Network, Novia and Ascentric platforms can now download client portfolios directly to Morningstar Adviser Workstation, for the immediate analysis of investment portfolios using Adviser Workstationâs investment data, research and tools.
The integrations follow those with the Transact, Nucleus and RJIS wrap platforms announced in November 2009 and offer a major time saver for advisers.
Geoff Balzano, Chief Executive Officer, Morningstar UK comments:
âMaking our Adviser business platform-friendly is a priority. Advisers have clearly embraced platforms as an efficient place to manage their client portfolios, and having Morningstarâs analytical tools and investment analysis connected is a logical extension. We look forward to continuing our programme of integrations with other platforms in the near future.â
Morningstar Adviser Workstation provides access to data on more than 28,000 investment funds, as well as risk profiling, asset allocation tools and independent fund analysis. It was named Most Favoured Platform Users Planning Tool at the 2009 Logica UK Platform Awards and Best Online IFA Tool at the 2010 Professional Adviser Awards.
For more information, please get in touch at 020 3194 1092.