Training Essentials
The links below will take you to screenprints and short video clips, that will guide you through the essential areas of Adviser Workstation.
We also run scheduled online training, click here for dates & times.
If you have a query that is not listed here, please visit our further training page, or view the FAQ’s. We also also run regular online training sessions, (click here for a list of topics covered), so please feel free to contact us for further details at adviser@morningstar.co.uk
Client Management/Portfolio Management (for client reports & analysis)
Import existing client information straight to Adviser Workstation
Editing a Client Account video
Creating and Editing a Client’s Portfolio video
How to run reports, charts and amend the view video
Investment Planning (for making investment recommendations, and retirement planning)
– Risk Tolerance Questionnaire
– Risk Tolerance Questionnaire Guidance
Research (for security research and data analysis)
Report Studio (for bespoke reporting)
For bespoke reporting, please refer to our further training page
Workspace (for saved security research and data analysis, model portfolios, benchmarks & more)
Creating Lists of securities & running Searches
Managing Model Portfolios and Benchmarks
Reports (for generating multiple reports at a scheduled time)
Save time with Batch Reporting