See Held-Away Accounts in Morningstar Advisor Workstation

By ByAllAccounts, Webinar Series on Tuesday, September 15th, 2015


Free Webinar Demo: ByAllAccounts For Morningstar Advisor Workstation Users
Now Available: See Held-Away Accounts in Morningstar Advisor Workstation
Date: Wednesday, September 16, 2015
Time: 12:00pm – 1:00pm CDT


It’s now possible to see your clients’ 401(k) accounts, IRAs, savings, and other held-away assets in Morningstar® Advisor Workstation.SM With a comprehensive view of holdings, you can improve the quality of your advice and potentially bring in more business.  By adding Morningstar ByAllAccounts to your subscription, you can securely import individual client positions and balances. Advisor Workstation’s powerful tools can help you research your clients’ holdings, analyze overlap in a portfolio, generate fact sheets and client-friendly research reports, and demonstrate how your recommendations could make a difference.

We’ll cover how you can use held-away data to:

  • Help clients achieve their goals faster with a comprehensive strategy

  • Attract next-generation investors seeking holistic financial advice

  • Add value to your practice, improve your client service, and elevate your brand


 
 

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