Morningstar U.S. | Advisor Workstation Enterprise Edition


US

Advisor Workstation Enterprise Edition


		Overview


		Clients & Portfolios Module


		Research Module


		Sales/Hypotheticals Module


		Planning Module


		Defined Contribution Module


		Integration Capabilities


		Client Support Services

Related Products

Advisor Workstation Office Edition

Licensed Tools and Content

Equity Research

Annuity Analyzer

Single-source. Deep. Accurate.

The Research Module combines a comprehensive database with an intuitive interface and professional reporting tools—all the resources required to quickly and efficiently conduct fundamental investment research. Advisors have access to information that leads the industry, spans investment types, and brings trusted data and analysis to their recommendations.

What you can do:

Achieve detailed coverage

	Conduct in-depth research with timely data on 100,000+ securities
	Screen, rank, and sort using up to 20 criteria
	Find detailed performance data for each Morningstar® Category and the Morningstar® Indexes

Security information is updated as soon as it becomes available—daily, weekly, monthly, and quarterly—and includes performance details, extensive underlying holdings information, and exclusive Morningstar Rating™ and Morningstar Style Box™ statistics. Powerful screening and ranking tools make it easy to find the best investments for a specific client or portfolio. Advisors can group investments of interest into Saved Lists to save previous searches and into Select Lists to monitor specific investments.

Apply powerful communication tools

	Create compelling Investment Detail™ Reports
	Print reports or create PDF documents to send via e-mail
	Easily save and store presentations for future use

To share the results of research with clients, Morningstar’s proprietary reports help communicate ideas and insight clearly. The Research Module contains the Morningstar Market
Barometer

, a tool that helps illustrate the power of diversification. The Market Barometer provides an innovative,
at-a-glance view of the market, allowing instant analysis of performance trends. Index performance becomes easy to see in context and market movements and patterns are immediately apparent.

Include Morningstar insight and analysis

	Morningstar analyst commentaries for more than 4,000 funds and stocks
	Available as an optional service at an additional fee

Morningstar stock and fund analysts provide in-depth insight and analysis of the largest and most popular mutual funds and the market’s most closely watched stocks. These regularly updated commentaries offer objective third-party perspectives drawn from deep industry knowledge, giving advisors actionable insights they can use to support investment recommendations to clients.

Determine the most appropriate share class for clients

	Compare the costs of different mutual fund share classes
	Illustrate cost scenarios
	Produce fee analysis reports for investors

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