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Client Care Desktop 3.0
Client Care Desktop 3.1
Client Care Desktop 3.2 |
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| Integration - Morningstar |
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Morningstar is a leading provider of independent investment research in the United Kingdom, the United States, and in major international markets. Morningstar’s mission is to create great products that help investors reach their financial goals. They offer an extensive line of Internet, software, and print-based products for individual investors, professional financial advisors, and institutional clients.
To help streamline your most critical tasks, you can now link seamlessly from CCD into Morningstar’s latest on-line tools for client portfolio analysis, asset allocation, fund research, portfolio construction and back testing, and client report writing.
Clients > Holdings > Details > Analysis.
Example Morningstar Quicktake report
Registration Details: Free 15-day Evaluation
As a Quay user, you are entitled to a 15-day free trial to Morningstar Adviser Workstation and related Morningstar tools.
To get started with your 15-day free trial, simply select any client holding from within CCD for which assets have been recorded. You will be taken to a sign-up screen automatically.
To verify your user identities, Morningstar do require that you provide your credit card details to start the trial. If you are uncomfortable doing do, please contact them directly to start your free trial at the numbers listed below.
Contact Details at Morningstar
For further information or assistance please contact us at the number listed below during normal office hours of 9:00 a.m. to 5.30 p.m. Outside of office hours please contact us via our support email address: support@morningstar.co.uk .
Keith Pattison, IFA Sales and Distribution
020 7626 3385
keith.Pattison@morningstar.co.uk
Krista Nannery, Head of Advisor Business Unit
020 7626 3366
Krista.nannery@morningstar.co.uk
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