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As part of our endeavor to enhance user experience of Morningstar Advisor Workstation (AWS), we are pleased to inform you that we have ensured following back office software is able to give your clients’ portfolios which are Advisor Workstation (AWS) compatible. Each of these application will now have a feature, which will give you an option to export portfolios for Morningstar AWS format.
Here is the list of eight back office softwares compatible with Morningstar AWS:
- Investwell
- Redvision
- Datacomp – Fundsmagic
- Arm Fintech - Finsys
- Vijya Comptech
- Finsoft Solutions
- IFA Now
- Ampsys - WealthERP
We are sure that you will find this integration facility very useful. It offers you convenience in uploading and keeping track of your client's investment portfolio. It will fasten your process in developing strategy to manage their investments better. Further, we intend to bring you more features and services in the future.
To know more about Morningstar Advisor Workstation and its features please click here to fill your details. Our representative will get back to you shortly.
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