|
|
|
 |
Morningstar has established a number
of relationships in the industry in order to make your use
of Adviser Workstation most effective. You can purchase a
subscription to Morningstar Adviser Workstation directly via
Morningstar, or you may subscribe to us via one of our partners.
Linking to Morningstar through one of the following platforms
will allow you to generate our Portfolio X-Ray report directly
from a client's portfolio. limiting the need to rekey data.
For more information, contact Sean Szczecina at 020 3107 0043
today.
|
| |
 |
Transact
Integrated Financial Arrangements Plc
http://www.transact-online.co.uk
Launched in 2000 by Integrated
Financial Arrangements Plc (Integrafin), Transact's wrap service
and systems have been used by 2000 advisors who placed 2 million
under its direction.
Getting started with Morningstar via Transact
Click on the Morningstar folder in the left navigation within
the Transact Web site.
Click any of the Morningstar links to get started with your
free 30-day trial. |
| |
 |
1st
http://www.1stsoftware.co.uk
1st was launched in 1996 to develop
and market software systems for the Financial Adviser and
Intermediary community. 1st already has over 10,000 adviser
users across the UK, ranging from national brokers to sole
traders.
Getting started with Moringstar via 1st
To get started with Morningstar via 1st, activate the Morningstar
link in the database administration module.
Within the Client Management module, Morningstar options will
appear on the Tool menu.
Morningstar's integration with 1st also includes the ability
to X-Ray portfolios that contain life and pension products. |
| |
 |
Quay Software
http://www.quaysoftware.co.uk
Quay Software Solutions Ltd has
a suite of back-office and website products that are designed
to help advisers run their business more efficiently and more
profitably.
Getting started with Moringstar via Quay
To get started with your 30-day free trial, simply select
any client holding from with CCD for which assets have been
recorded. You will be taken to sign-up screen automatically.
For more information, see Quay Knowledge Base:
http://kb.quaysoftware.co.uk/article.aspx?article_id=11571
|
|
