Morningstar Advisor Workstation Training Guide Overview to ...

Morningstar Advisor Workstation Training Guide

Overview to Morningstar Advisor WorkstationSM

Advisor Workstation

Copyright ? 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results. Microsoft and Excel are either registered trademarks or trademarks of Microsoft Corporation in the United States and/ or other countries.

Morningstar Advisor Workstation July 2017

? 2017 Morningstar. All Rights Reserved.

Contents

Contents

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Understanding the Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Why would I use the Home Page? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Navigating in Advisor Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 How is Morningstar Advisor Workstation designed to be used? . . . . . . . . . . . . . . . . . . . . 6 Understanding the Research Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Why would I use the Research Module? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 How do I access the Research Module? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 ........................................................................ 8 Understanding the Clients & Portfolios Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Why would I use this module? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 How do I quickly create a portfolio and generate a PDF report?. . . . . . . . . . . . . . . . . . . . . 9 What types of reports are available in the Clients & Portfolios Module? . . . . . . . . . . . . . 10 Understanding the Hypotheticals Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Why would I create a

hypothetical illustration?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What are the basic steps for creating a hypothetical illustration? . . . . . . . . . . . . . . . . . . 11 Understanding Investment Proposals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Why would I create an Investment Proposal? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 What are the basic steps for creating an Investment Proposal?. . . . . . . . . . . . . . . . . . . . 14 How to Begin Learning Morningstar Advisor Workstation. . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

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? 2017 Morningstar. All Rights Reserved.

Overview to Morningstar Advisor WorkstationSM

Morningstar Advisor WorkstationSM provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations. This Quick Start Guide is designed to get you up and running quickly, taking you through the basics of researching investments, building sales illustrations, and generating some of our most popular reports. Use this guide to familiarize yourself with Advisor Workstation and then take advantage of additional training resources provided on the last page of this guide. Morningstar offers a variety of training opportunities to make your experience with Advisor Workstation as productive as possible.

Overview

Morningstar Advisor Workstation offers a wealth of research and presentation capabilities

Note: Not all features and functions shown in this guide are available to all Morningstar Advisor Workstation users.

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? 2017 Morningstar. All Rights Reserved.

Understanding the Home Page

Understanding the Home Page

Overview

The Home Page of Morningstar Advisor Workstation provides a landing page for users upon logging into the application, as well as shortcuts to several different functions. This section details some of the most important features of the Home Page.

Overview

The Home Page consists of widgets offering direct access to many areas of Advisor Workstation. They can also tell you about your practice and the market. You can rearrange the position of each widget on the Home Page, and you can click the arrow in the upper-right corner of each widget to collapse (or expand) it. The Quick Start widget gives you one-click access to some of the more frequently used functions in Advisor Workstation, such as creating client records or generating a security report. The Recently Modified Files widget gives you convenient access to the last 25 saved files you accessed.

Why would I use the Home Page?

Use the Quick Start widget to create new files

Use the menu bar to collapse the widget or drag and drop to reposition the widget

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