Last week the Adviser Workstation team travelled to York for our monthly Adviser User Forum. It was great to finally meet some of the people we have been speaking with on the phone for the last year or so! We also managed to see some of the sites, including The Shambles, “the most picturesque street in the UK,” and I even bought a flat cap so I could fit in.
The agenda included a presentation of common investor mistakes and how to avoid them, given by one Morningstar Associates’ investment consultants Brook Sweeney, a presentation of Morningstar’s qualitative fund research given by Head of UK Research Jackie Beard, and an overview of the Adviser Workstation software given by yours truly. Overall the feedback we received was quite positive and it was great to see more of our clients engaged with the software and interested in the research and fund analysis Morningstar provides the IFA community. The individual training sessions in the afternoon were also well received. It is always nice to sit down with our clients and help them address their day-to-day business needs.
Common training questions included questions on importing client portfolios, portfolio reporting needs, investment planning and future integrations with 3rd parties. If you have questions in any of these areas, please let us know! These are very common needs of our clients and we are very happy to help you start utilizing the software to meet your business needs. Some of the training videos on this blog may also help address some of these needs so I would encourage you to have a look.
If you have not had the chance to attend one of our User Forums we would love to see at the next event in your area. Stay tuned for future emails announcing locations and dates. In the mean time, thanks for reading!