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Morningstar Advisor Workstation Asia

Morningstar Advisor Workstation is Morningstar's revolutionary integrated solution for advisors who want to increase their productivity and sales while improving their service to clients. Workstation helps you accomplish this with smart and flexible online tools that can be customized to any need and situation. Below you will find the different components of a successful advisory process. Each component is covered by a specific Workstation function

Client Assessment

The Risk and Needs modules answer the most fundamental question in the advisory process: What is your client's target asset mix? The Risk Questionnaire is the qualitative approach, whereas the Needs Assessment module is the quantitative approach to your client's target asset mix. By combining the Risk Questionnaire with the Needs Assessment module, you will get the best possible analysis of your client's situation. Both modules come with reports that summarise your client's target asset mix in easy-to-understand images and words.

Research Engine

The Research Engine gives you access to Morningstar's universe of fund data. Highly advanced screening capabilities allow you to search your universe of funds for the offering that best fit your client's target asset mix. Create lists of favourite funds, save searches, and, at the click of a button, access complete fund reports that are ready to be printed and handed to your client.

Our name is trusted. Morningstar offers you a full range of solutions. And we'll deliver the products, information, and support you need to reach your business goals.

Contact:

Ph: +852-2973 4635

Fx: +852-2801 6310

mail:hkproducts@morningstar.com