Further Training
Below are guides to assist you with getting the most out of Adviser Workstation. If you have any further queries that aren’t answered below (or on the essentials page), please feel free to contact us at adviser@morningstar.co.uk or on 0203 107 0050
Client Management/Portfolio Management
Editing and creating a custom portfolio view
Combining multiple portfolios in to a Portfolio Aggregate
Efficient Frontier – chart the risk profile of a client’s portfolio
Stay up to date with client and portfolio alerts
Provide investors visibility via the Client Web Portal
Security Settings – The Definition Master
Portfolio Performance Reporting
Investment Planning
Research
Stay up to date with security Alerts
Report Studio
Workspace
Editing the View Within a List or Search
Reports