Advisers and fund distributors are being offered a much upgraded service from data and analyst tool provider Morningstar.
Morningstar Adviser Workstation enables management of client portfolios, including performance, risk and asset allocation alerts. Risk and needs assessment tools are included to help IFAs match asset allocation to clients’ risk profiles whilst illustrating how financial goals can be met. Adviser Workstation also enables production of tailored reports for clients. IFAonline
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