Toronto-based Morningstar Research Inc. Friday launched a complete upgrade of Morningstar Advisor Workstation, its research, portfolio analysis, and investment planning software platform for financial advisors. The platform is now available to advisors affiliated with an enterprise or dealer groups.
The new version incorporates the latest web technology with interface and usability improvements. Based on user feedback, Morningstar has designed a new user interface with more intuitive navigation, an improved home page, and dozens of new features to enhance usability, allowing advisors to work smarter and manage their workflow more efficiently.
One of the most requested new features Morningstar added is the ability for Advisor Workstation users to work collaboratively with their peers, either a group within an office or across multiple offices, via a new file sharing feature. Any record or file in Advisor Workstation that can be saved can also be shared with colleagues who are registered users, and advisors can customize permissions to each user and file.
The home page has a number of new features to help advisors work more efficiently, including the ability to personalize the page’s view to meet their needs. A quick-start feature allows advisors to launch their most frequently used tools with one click. Advisors can now generate popular reports like Investment Detail Reports and Quicktakes directly from the home page and prominently display their most recently modified files for easy access.
Morningstar Research Inc. is a Canadian subsidiary of Chicago-based Morningstar, Inc.