• Home
  • About
  • Training
  • Events
  • Solutions
  • Contact Us

AWS Support Resources

MIFID II data in Adviser Workstation

by Alexander Wells on 16 Feb 2018

MIFID II came into effect on the 1st January 2018 and with it came a set of new requirements.  As a result, there are many new data points that are now available to view in Adviser Workstation, which we have handily grouped together for ease of use.

Please click MIFID II below to see how you can access this new information:

mifid-ii

Posted in: Quick Tips, Research,

  • Recent Articles

    • Portfolio Diversification – the Correlation Matrix
    • Portfolio Types
    • What does my portfolio cost?
    • Importing data to Adviser Workstation
    • Ethical Investing – How Morningstar can help
    • Aggregates (Or ‘How to combine multiple portfolios into one’)
    • Portfolio Performance Reports
    • Adding currencies, security reclassification & pricing – The Definition Master
    • Providing investors visibility via the web portal
    • Planning for Retirement – how Adviser Workstation can help
    • Create truly custom reports
    • New Updated Risk Questionnaire
    • Where am I invested?
    • Chart your data
    • Latest training update – Importing from Excel

Home | About | Training | Events | Solutions | Guest Contributors
Disclaimer | Privacy Policy | Corporate Site | Sitemap
© Morningstar. All Rights Reserved.