Morningstar Adviser Workstation
Assess. Advise. Monitor.
The Clients & Portfolios Module allows you to organise your client base and track portfolios over time. It displays all of your client information in a single interface that facilitates easy portfolio creation, detailed analysis, and ongoing monitoring.
Client Assessment
Get a detailed picture of each client. Compare individual portfolios to one another or compare the client's aggregate holdings against a target asset allocation.
Portfolio Analysis
Compile the underlying equity holdings of each position in a client's portfolio to determine the actual exposure to stocks.
Customised Alerts
Specify the types of alerts, the frequency of monitoring, and the threshold of each trigger for your client's portfolios.
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Customer Support
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