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Report Builder |
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With the Report Builder function in Workstation Portfolio, you don't have to print out
individual reports in piecemeal fashion and assemble presentations by hand. Report Builder
saves you time by allowing you to pull together major components - Risk Assessment results, Investment Detail pages,
and Portfolio Snapshots - from a single menu. Batch processing in Report Builder further enhances
efficiency, allowing you to generate reports for a large number of clients with a few clicks of your mouse. |
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Client Assessment |
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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 summarize your client's target asset mix
in easy-to-understand images and words. |
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Research Engine |
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The Research engine lets you access Morningstar's universe of fund data, which you can filter to find the funds that meet your search criteria. Access up-to-date information about fund performance, risk and holdings. Highly advanced screening capabilities allow you to search the universe of funds for the funds 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, ready to be printed and handed to your clients.
Use the Research Report Builder to combine over six report types, a cover page and a returns table for personalized presentations for prospective clients.
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