Morningstar Advisor Workstation Enterprise
Edition.
Advisor Workstation assists in
the delivery of investment advice by providing
tools for in-depth research, portfolio creation
and monitoring for multiple clients and
accounts, as well as reports. Advisor
Workstation includes data on approximately 25,000
open-end funds, 650 closed-end funds, 800 ETFs,
11,000 stocks, 85,000 variable annuity and life
subaccounts, and 90 college savings plans.
Morningstar Portfolio X-Ray®.
Access the underlying holdings of every managed
investment product it contains, as well as any
individual securities held in the portfolio.
With graphical elements, such as the Morningstar
Style Box™ and the Sector Graph, the
Portfolio X-Ray tool provides a read on the
overall diversification of an overall portfolio.
Morningstar Annuity Analyzer.
Annuity Analyzer contains variable annuity data,
including reports on more than 1,400 variable
annuity contracts and 55,000 subaccounts, as
well as transparent death and living benefit
descriptions. Historical data is also available
to help evaluate contracts and death and living
benefits that have been closed to new investors.
Morningstar Portfolio Builder™.
Portfolio Builder™ helps you quickly
capture relevant client data, determine risk
tolerance, identify an appropriate asset
allocation and construct a suitable portfolio. |
