Morningstar Advisor Workstation Enterprise Edition

Custom-configured platform for complete client service. Morningstar Advisor Workstation Enterprise Edition provides advisors with investment planning, client presentation, portfolio analysis, and investment research tools. Advisors can efficiently analyze investments and portfolios to give recommendations using reports and information that clients can understand. Enterprise Edition is licenced to large institutions as a Web-based modular platform designed to work with an organisation’s other systems and applications.
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Tags:
investment planning, client presentation,