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Showing 1 - 2 of 2 results for "Adviser Workstation"

Australian Unity completes capital raising for new fund

ALEX BURKE  |  THURSDAY, 11 JUN 2015
... Damen Purcell commented on the appointments, saying that Wapshott's "experience representing Morningstar's Adviser Workstation... has provided him with a good understanding of financial planning practice requirements." Speaking about Brookes, he continued ...

Morningstar launches next phase of its Adviser workstation platform

Morningstar has launched the next module of the Adviser workstation research and portfolio management platform - Clients and Portfolios. Clients & Portfolios module will provide advisers more efficient and in depth analysis of client portfolio management ...
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