Adviser Workstation Online Training Curriculum
Morningstar offers a series of instructor-led online training classes designed to help Adviser Workstation subscribers get the most out of their software. We will walk through basic navigation techniques and review settings options to personalize your subscription.
Advisor Workstation – Essentials
- Navigating Adviser Workstation
- Creating clients
- Setting up portfolios
- Creating searches & investment lists
- Providing a trail for audit
- Understanding Morningstar analyst ratings
Adding Value and Credibility to your Advice
- Creating reports
- Understanding the Morningstar style box
- Building models & benchmarks
- Comparing portfolios with benchmarks & models
- Importing data into Advisor Workstation
Building Investment Plans
- Reviewing client’s current positions
- Risk profiling
- Selecting a target asset allocation
- Allocating funds within a portfolio
- Planning for the future
Stay in Touch with Clients and Keep them Informed
- Setting up portfolio, client and security alerts
- Sending reports to your clients via web-portal
- Adding a web-portal login to your website
- Creating a custom report
Contact us at adviser@morningstar.co.uk to arrange a training session
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