Geoff Balzano, CEO, Morningstar UK comments:
âThis Award represents important feedback from the adviser community that we are listening and delivering what they need. We are particularly pleased that the judges cited our integration of OBSR as one of the key reasons for this recognition. Our adviser team puts great emphasis on building a superior adviser tool that brings together the best of what Morningstar and OBSR can deliver as one team; this award shows that advisers are seeing the value in what we are building together.â
Morningstar Adviser Workstation is a web-based proprietary research, planning, portfolio management and client reporting tool. Enabled to import data from multiple platforms, it allows advisers to analyse a clientâs attitude to risk and existing investment portfolios, and uses Morningstarâs fully integrated tool suite, leading investment data and research to support the client proposition. The tool also supports efficient ongoing client communication through automated reporting and web-delivered communications. Risk profiling and asset allocation tools are powered by Ibbotson Associates.