Through our partnership with Morningstar, you can download your client's portfolios
from eCustody into Morningstar's advisor tools.
Morningstar® Advisor Focused Solutions provide a way for institutions to use Morningstar
technology and data to meet a specific need in their organizations—from proposal
development and point-of-sale compliance to retirement income planning and portfolio
analysis. Focused Solutions are available as stand-alone packages, integrated with
a firm’s existing platforms, or delivered through Morningstar® Advisor Workstation
Enterprise Edition to create a customized investment platform.
Advisor Workstation Office Edition
Office Edition is Morningstar's complete office system for independent advisors.
This single, all-inclusive platform is designed so that advisors can use it to run
their entire practice. Office Edition features the most current Morningstar research
data, sophisticated planning tools, complete portfolio accounting, client management
tools, e-mail and calendar functions, batch reporting, archiving, and more.
For more information about Morningstar Advisor Focused Solutions, visit www.morningstar.com.