After your clients' goals are determined, analysing their existing portfolio is crucial for building sound portfolios. For instance, if your client’s portfolio is heavily tilted towards large caps or concentrated in a particular style of funds (growth) you can recommend clients to diversify by adding mid, small caps and funds with a value tilt. This is where Morningstar Advisor Workstation helps advisers and mutual fund distributors showcase their value add.
We have introduced a new feature that lets Morningstar Advisor Workstation users import client/prospect’s Consolidated Account Statement (CAS) from multiple RTAs like NSDL, CDSL, CAMS and Karvy into AWS in a few seconds.
This feature will read and recognize open-ended funds, close-ended funds, Exchange Trade Funds and listed equities.
The main advantage of this feature is that users will not have to enter the data manually which saves time and makes the process free of errors. Moreover, this will make your new client onboarding process much smoother and faster.
Take the demo today.
ALSO READ:
