We’re looking forward to seeing you at the Morningstar Investment Conference on May 15th and 16th. The Adviser Workstation team will be available throughout the two days to answer questions and show you product features. In addition, we’ll have some small group trainings open to Morningstar UK Advisers:
Tuesday, May 15th
8:25-8:55 Adviser Workstation Training over Breakfast
11:00-12:00 Drop-in Training
12:30-13:00 Training Over Lunch
- For those of you who don’t want training but would like to join other AWS advisers for lunch, please let us know so we can make arrangements
16:00-17:00 Drop-in Training
Wednesday, May 16th
9:00 – 10:00 Importing Training Session – We’ll help you setup importing from your platform(s), including:
- Seamless Importing from Fidelity and Transact
- Transactional Portfolio Importing
11:00-12:00 Drop-in Training
13:30-14:30 Lunchtime Training Session: Alerts, Research, Automated Client Reporting
- For those of you who don’t want training but would like to join other AWS advisers for lunch, please let us know so we can make arrangements
16:00-17:00 Drop-in Training
Click here to register for the sessions above
Click here for the full Morningstar Investment Conference agenda