Need to show how a portfolio would have performed over time? Need to incorporate fund switches, re-balancing schedules and fee structures in the performance analysis? No problem.
The hypothetical illustration tool can be used to build compelling sales presentations or recommendations for clients. Click here to view a short video showing how to build an illustration and produce the report.
This video shows the portfolio analysis tools available within the Adviser Workstation. Get up-to-date valuations, chart performance and compare portfolios with models. Click here to view the video.
In addition to security data and quantitative analysis, Adviser Workstation provides access to Morningstar and OBSR Qualitative fund ratings and reports. To access qualitative fund ratings and analystreports, follow the steps in this short video.
Looking to improve your investment research capability or streamline your research process? You can use Adviser Workstation to do both.
Have a look at this
short video which shows how to build detailed, repeatable searches in Adviser Workstation. Easily create searches that show only rated funds, funds of a particular sector or category, funds that can be used in an ISA or funds available on a particular platform. And you only need to create the search once, then save it. Each time you use the search the results will be updated.
Morningstar collects full holdings data from asset managers in order to provide a complete analysis of a fund’s holdings and asset allocation. Unfortunately there are still a small percentage of funds in the database that do not have full holdings data. If you are producing portfolio reports that show a portion of the holdings as “Unclassified” you can manually reclassify a fund’s asset allocation. Click here to view a short video of this process.
Adviser Workstation provides a full suite of portfolio management and reporting tools that provide up-to-date portfolio analysis at your fingertips. The quickest and easiest way to analyse your clients’ portfolios is to import them from the platform or wrap where they reside. Click here to view a short video of this process.
The example is with the Transact platform, however the process in Adviser Workstation is very similar across other platforms.
If you do not see your preferred wrap or platform in the list of Custodian and Accounting Templates, please let us know. We can build a custom template just for you.