Use portfolio management software that delivers research investors trust and data you can depend on, while raising expectations for your client chats.
Custom-configured platform for complete client service. Morningstar advisor workstation provides advisors with client reporting, reporting hypothetical illustrations and planning tools. Advisors can efficiently analyze investments and portfolios to give recommendations using reports and information the clients can understand. https://www-prd.morningstar.com/products/advisor-workstationEnterprise
Morningstar provides a suite of data management products that provide actionable information and valuable insights in the commodity and energy sectors. Clients gain access to integrated enterprise-level software, more automated up-to-date results, and faster execution of transformative business decisions. http://www.morningstarcommodity.com/
Morningstar’s MiFID II solutions are concentrated in these areas: Comprehensive MiFID II Data Morningstar has a comprehensive data package that supports investor protection and fee transparency. This includes the target market data that asset managers are required to disclose, complex/non-complex classifications and cost breakdowns. This data is available throughout Morningstar’s solutions. Product Governance Target market …