Morningstar has been recognised as provider of the Leading Independent Planning Tool at the Aberdeen UK Platform Awards 2011
The award—announced in London last night—recognises Morningstar Adviser Workstation as the toolset that financial advisers most value to support their proposition. Geoff Balzano, CEO, Morningstar UK comments: “This 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
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Editorial Team
- October 3, 2011
- 1 minute
The award—announced in London last night—recognises Morningstar Adviser Workstation as the toolset that financial advisers most value to support their proposition.
Geoff Balzano, CEO, Morningstar UK comments:
“This 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.”
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 client’s attitude to risk and existing investment portfolios, and uses Morningstar’s 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.
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