Overview
Home Area
Practice Management
Investment Research
Proposals and Planning
Reporting and Document Management
  • The Home area presents an overview of your entire practice—with client and prospect information, assets under management, top securities, and alerts making it the starting point for a day's work. You can also access market information and recent Morningstar analysis, and tap into an extensive Presentations Library, support, education, and training resources.
  • What you can do:
    Support discussions with a library of presentation materials
    Extensive collection of Microsoft® PowerPoint® presentations and brochures to share with clients
    Pre-written speakers’ notes save time and help clarify complex topics during presentations
    Brochures are available as PDF files so that they can be printed and distributed or sent in electronic format
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    The Presentations Library included in Morningstar ® Adviser Workstation™ Office Edition offers a collection of communication resources designed to assist advisers during client interactions. Specialised PowerPoint presentations, formerly known as Ibbotson’s Asset Allocation Library, introduce time-tested investment principles. Investor brochures available as PDF files address common retirement risks.
    Organise your practice and boost productivity
    See your practice summary, top securities, and recent clients
    Receive notifications of changes that affect client investments
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    As an online platform, Adviser Workstation maintains accurate and timely information for your practice. The system is designed to increase productivity and to help you work more effectively as you grow your business.
    Utilise extensive support and editorial resources
    Get centralised support with FAQs, tutorials, Fact Sheets, and methodology documents
    Access qualitative fund opinions from Morningstar’s research analysts
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    The features available in Adviser Workstation’s Home area provide a central location for valuable support resources and industry insight.
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