|
| | | | | Research Module | | The Research Module in Morningstar® Advisor
Workstation taps into Morningstar’s extensive investment database, making trusted data available through its intuitive screening tools and client-ready reports. When conducting fundamental research, advisors can search timely, industry-leading data for the investments they need to best serve their clients. Criteria-based filters identify securities in search results, which can be saved, exported into select lists, or shared with colleagues. Advisors can also generate customized packets of research materials to give to clients. | |
| What you can do: | | | | | Access timely data for a full range of investments | | | | | |
| | |
| | | Morningstar maintains one of the largest investment databases in the industry, collecting data directly from primary sources and running it through extensive checks for accuracy. Working with the premier provider of fixed-income securities, Interactive Data Corporation, also allows us access to the industry’s best bond information. All of this data is available in Advisor Workstation to support advisor research, bringing transparency to both registered and unregistered investments. For benchmarking those investments, Advisor Workstation offers access to 25,000+ market indexes. | | | | | Screen different investment types simultaneously | | | | | |
| | |
| | | Not only does Advisor Workstation offer access to extensive investment data, it makes it easier to screen this data to find the investments that meet client objectives. Advisors can search for certain criteria across all the securities in Morningstar’s database, or they can include all universes in one search. Results are displayed in an adjustable format, with as many as 100 visible and with the capability to drag and drop columns to display them as desired in the spreadsheet view. | | | | | Build and manage select investment lists | | | | | |
| | |
| | | Search criteria can be saved and applied to future research, as well as the multi-universe investment lists that result from screens. Advisors can create or update select investment lists based on their research, with the option to export the data they find to Microsoft Excel and other spreadsheet applications. Any advisor in the firm who uses Advisor Workstation can access these select lists through file sharing capabilities and permissions to view or edit both searches and the lists. | | | | | Generate customized client reports | | | | | |
| | |
| | Report options in Advisor Workstation make it easy to distill the most essential information into FINRA-reviewed reports that are easy for clients to understand. With Security Report Builder, advisors can create customized, multi-security research reports from standard components such as Investment Detail™ reports, graphs, underlying holdings, and an optional cover page. Some reports feature adjustable font sizes so advisors can tailor their materials based on a client’s preferences.
View frequently used sample reports  | | | | | Determine the most appropriate share class for clients | | | | | |
| | |
| | | The Share Class Cost Comparison tool helps advisors determine the most appropriate share class for clients, based on their time horizon and breakpoint opportunities. Access to comprehensive mutual fund data saves advisors time spent researching investments and reviewing prospectus rules. Using the tool, advisors can generate a PDF report for clients featuring a hypothetical view of the expenses associated with each share class of a particular fund. | | | | |
| | | Take Action
Call +1 866 312-4637
for a Free Trial | |
| | | | |  | | | | | Learn More | | | | | | | | | | | | | | | Proof | | | | | | | | | Customer Support | | | | | | |
| | | | |
|
|
|
