Mark Loosmore of technology consultancy AT8 Group wraps up his reviews of the best investment tools available to IFAs.
Over the last few weeks we have enjoyed reviewing the various research tools available to help IFAs access information on and select products and funds. This week Mark Loosmore from technology consultancy AT8 Group wraps up these reviews with a look at Morningstar's Adviser Workstation Back in the spring (which seems such a long time ago now), we looked at the financial planning tools provided with Adviser Workstation, which included a client management function and a set of investment/portfolio analysis tools. These tools have always been based on a sound set of fund research data...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
