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Data
Morningstar Adviser Workstation offers advisers 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.

Morningstar data is distinguished by our attention to accuracy and unique insistence upon comprehensive portfolio holdings collection, which ensures that asset allocation, comparisons, portfolio reporting and the advice you provide to your clients, can be based upon a complete and accurate understanding of the exposures implicit within them.

The software will give you access to 100s of quantitative performance and risk measures, operational and asset allocation data enabling both simple and in-depth search filters.

Qualitative Analysis
Adviser Workstation includes the uniquely valuable Qualitative Fund Research Reports and Ratings. We currently have over 900 in-depth reports, getting behind and beyond the performance numbers to truly understand and explain the process and quality of fund management in each fund/company. A five point rating scale rates funds from Elite to Impaired, our analysts are independent and free from commercial influence allowing them to provide advisers and investors with a fully rounded view on all the funds we cover.

Financial Planning and Proposal Generation
The investment planning module enables advisers to provide the right asset allocation mix based on their clients investment horizons and tolerance to risk. The portfolio optimiser will then find the best fit funds from your previously created investment lists and output professional, easy to understand proposals for your clients.

Morningstar Portfolio Selections
Utilising Morningstar’s research consultants expertise to provide advisers with a pre-screened list of funds and model portfolios for 5 different levels of risk. Morningstar has brought together expertise on asset allocation from Ibbotson Associates, who provides consulting services on asset class models, and our experienced UK investment consultants, Morningstar Associates Europe, to provide Portfolio Selections List. Advisers can use the list as a starting point to populate model portfolios and provide robust investment solutions for your clients.

Portfolio Diagnostics
Turn complicated investment information into clear insight using our easy to use factsheet capabilities.

All of this is seamlessly packaged within Morningstar Adviser Workstation, providing you with all the tools and support you need to create a value proposition around a robust and proven investment advice process

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