| | | Seamless. Efficient. Easy. | | Morningstar® Advisor Workstation Enterprise Edition features powerful data integration capabilities that eliminate manual client and portfolio data entry. The back-end integration is seamless and advisors only need to enter a client’s name or account number to easily import relevant holding information, including securities and shares. | |
| What you can do: | | | | | Integrate Enterprise Edition with popular platforms | | | | | |
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| | | Morningstar can assimilate many of the most widely used brokerage and portfolio accounting applications with Enterprise Edition. For firms that do not work with these current integration partners, Morningstar can implement a custom batch delivery of account and position files from any portfolio accounting system. | | | | | Take advantage of enhanced platform functionality | | | | | |
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| | | These valuable integration capabilities mean that advisors can transfer client, portfolio, and holdings data from their existing platform to Enterprise Edition’s applications. Files are updated in real-time so that the most current information is available for analyzing portfolio performance, creating new asset allocations, and researching investments. Because data integration is automated, it saves time and reduces data errors. Integration with Enterprise Edition eliminates maintenance and integrity issues that result when working with multiple data sources; data consistency across applications mitigates compliance risk. | | | | | |
| | | | Take Action | | | | | | |  | | | | | See It Work | | | | | | | | | | Proof | | | | | | | | | Learn More | | | | | | | | | | | | Customer Support | | | | | | |
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