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Accurate and Timely Data
At the core of Adviser Workstation is our extensive database providing advisers with access to Whole-of-Market data including:

Unit Trusts and OEICs, International funds that are available for sale in the UK, Unit Linked Life and Pension funds, UK ETFs, UK Investment Trusts, Global Equities, Hedge Funds, Global Index database.

With access to 100s of data points including performance, risk, operations and asset allocation data, it enables both simple and in-depth searches (with a saving facility for audit trail). Morningstar data is distinguished by our insistence upon comprehensive portfolio holdings collection, ensuring the asset allocation, comparisons, and portfolio reporting is based on complete and accurate understanding of the exposures.

Unrivalled Qualitative Fund Analysis
AWe now have both the Morningstar and OBSR qualitative ratings and research available in the system providing advisers with in-depth qualitative and most importantly, independent forward looking research.

Platform Data Integration
Adviser Workstation is set up to efficiently import all your client data from multiple platforms including: Ascentric (New), Fidelity FundsNetwork (New), Novia (New), Nucleus, RJIS and Transact. Adviser Workstation saves advisers valuable time in re-keying data, helping you to provide a consistent service across your entire client base.

Generating Client Plans
Determining a client’s asset allocation is a crucial first step in the investment advice process. Use the step-by- step Planning Module to identify and test target asset allocation based on your client’s investment horizons and tolerance to risk. Once a suitable asset allocation has been determined this can be used to either compare it to an existing fund strategy or to build a new portfolio, and to generate client recommendations with our user friendly proposals. The asset allocation models, Capital Market Assumptions and Wealth Forecasting engine are powered by Ibbotson Associates, recognised market leaders in this field. Once an adviser has implemented a client portfolio the software provides continuous monitoring via rebalancing tools, reports and alerts.

Streamline Portfolio Management
Adviser Workstation enables an adviser to monitor fund portfolios based on price and holdings data, or as a transactional portfolio, which will enable all fund movements and changes to be captured and updated. Portfolio management tools include rebalancing, fund and asset model comparisons, alerts, and charting capabilities.

Monitoring Investments & Portfolios
Keeping track of multiple investments and client portfolios has never been easier using the Adviser Workstation alerts feature. You can monitor individual investments and client portfolios and be automatically notified of any significant changes as well as the impact to your clients’ portfolios. The alerts cover multiple criteria such as price and volatility movement, asset allocation tolerance and ratings changes.

Automate Your Client Reporting - New
Advisers looking to build efficiencies can now automate their client reporting process for their entire practice. Simply group your clients’ together depending on reporting requirements and use our batch reporting tool to auto-generate your client reports at the frequency of your choice and select paperless delivery via our secure Client Web Portal. Your clients will be notified automatically by email every time you load a file to their web portal.

Client Web Portal - New
The web portal allows advisers to quickly and easily share documents with clients via a secure web portal using SSL encryption. The web portal allows you to give your clients 24-hour access to important documents you choose to upload as well as reports generated through Adviser Workstation. Each client is provided with individual login details and will be notified when a new document has been added. You will have central access and control to all your client portals with the ability to audit the delivery of client reports and see which reports have been accessed. You can even add the web portal to your own website.

Morningstar and OBSR Panels and Model Portfolios
For advisers looking to outsource or strengthen their investment selection process we have an array of services from our pre-screened fund lists and model portfolios (mapped to our strategic asset allocation models) to more bespoke fund panels, and model portfolios. Leveraging our expertise and independence whether you are looking for a standard solution or a fully customisable solution — we can help.

Award Winning Tool
Highly Commended - UK Aberdeen Platform Awards 2010
Winner Best Online Tool - Professional Adviser Awards 2010
Winner Best Planning Tool Provider - UK Logica Platform Awards 2009