NU Online News Service, June 3, 2004, 12:35 p.m. EDT – Morningstar Inc., Chicago, has introduced a Web-based office management system for financial advisors. [@@]
Advisors can use the new Advisor Workstation Office Edition system to manage contacts as well as to generate client reports, analyze investments and manage clients’ portfolios, Morningstar says.
The system can import StatementOne client data and export data in the Microsoft Excel format.