U.S.A.
Morningstar Office
All-inclusive advisor practice management software.
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Product Tutorials
Overview
Product Demonstration  
New Users
Getting Started with Morningstar Office  
Planning
Planning Overview  
Planning Reports  
Practice
Creating Clients and Prospects  
Creating Quick Accounts  
Creating Transactional Accounts  
Generating Portfolio Reports  
Report Studio  
Aggregating and Comparing Accounts  
Custom Views  
Research
Search Overview  
Search By Ticker  
Search For Multiple Securities  
Advanced Searches  
Quicktake Reports  
Graphs  
Custom Views  
Import
Morningstar® Principia®  
Centerpiece®/PortfolioCenter (Schwab Performance Technologies)  
TD AMERITRADE®  
Fidelity Advisor CHANNEL®  
Schwab®  
Other Tools
Alerts  
Batch Reporting  
Hypotheticals  
Email and Activities  
Morningstar Market Barometer  
Using the Client Web Portal to Improve Client Communication  
Workspace
Creating Lists  
Custom Benchmarks  
Using Model Portfolios  
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