 | | | | Morningstar Tools | | | | Affordable investment software that lets you research, build, test and monitor your clients' investments. | | | | Find a Morningstar product that's right for you! | | | | Morningstar Advisor Workstation | | Morningstar Advisor Workstation streamlines and optimizes an advisor's most critical tasks - client assessment , investment research, portfolio management, and report building. | | | Hypothetical Illustrator | |
Morningstar's Hypothetical Illustrator provides a clear and easy path for advisors to create hypothetical portfolios. Advisors can illustrate how a recommended investment would have contributed to the overall performance of a specific portfolio and the effects of different investment strategies. This translates into clean, professional, branded output to help advisors close more sales. | | | PALTrak | | PALTrak is designed to assist you in researching, marketing, prospecting and servicing your mutual fund clients. | | | Morningstar DirectSM | | Morningstar Direct provides the most complete and timely link to Morningstar's global investment database and analytics. Designed for institutions, it's optimized for competitive analysis, performance evaluation, investment selection, and portfolio creation. | | | Principia® for Pooled Funds | | Morningstar Principia for Pooled Funds is a pension fund research and presentation tool that delivers comprehensive analysis on over 850 Canadian institutional investment funds and 100 market indices, benchmarks, averages and medians. | | | | | Data Services | | Investment information for all of your research, communications and product development initiatives. | | | Internet Solutions | | Web solutions that will combine your site's strengths with the power of the Morningstar brand to create a destination for a wide range of investors. | | |
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| | | | | | Product of the Month | | | | | Every month we will focus on a Morningstar product and show you how you can use various features to improve the level of service to your clients. Check back soon to see this month's featured product. | | | | | Download the latest free software, add-ins and patches | | | Download the April 2012 data for PALTrak | | | | | | | | For questions or comments on any of our products, please e-mail casupport@morningstar.com | | |
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