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Assess.
Profile your client’s attitude to risk.
Compare.
Review the suitability of current
portfolios and generate target asset
allocation strategies.
Project.
Run Monte Carlo Simulationsto test strategies
based on client’s financial goals.
Present.
Build a portfolio to fit the client’s
strategy and share a detailed action plan.
The Concept Is Simple, the Plans Are Advanced
®
Morningstar
Purpose built for Financial Planners,
Morningstar Adviser Workstation
combines your investment operations
within a single, integrated application
that streamlines your workflow.
Integrated with platforms and back office
systems to minimise manual entry, and
enabled with client web access and mass
emailing to support a paperless office.
Adviser Workstation is a web-based
solution that fits the practice management
needs of a financial planner.
TM
Adviser Workstation
Call 0800 612 6839 or email
aws@morningstar.com to start a
free trial.
Visit www.global.morningstar.com/
uk/planning to learn more.
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