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New training content for Adviser Workstation

by Alexander Wells on 13 May 2015

In order to help advisers get up to speed using Morningstar Adviser Workstation, and discover the features that can assist with managing a practice, we are currently in the process of updating the training content.  Visit the new support & training page for screenprints, video clips and more at /training/training-essentials/

Below is an example of content, in this case how security alerts can be set up:

 Security alerts

Posted in: Morningstar, Quick Tips, Training Videos,

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