We are very excited to be able to offer Morningstar Office to our reps/advisors . The ability to create reports and manage client accounts just got a whole lot easier for our advisors.
Madison, WI (PRWEB) July 16, 2014
Harbour Investments, Inc., a Madison, Wisconsin-based independent broker dealer and registered investment advisor, is pleased to announce that it has completed the implementation of Morningstar Office, a complete practice and portfolio management system for independent financial advisors.
This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management and performance reporting, advanced research capabilities, investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal and document vault.
Dan Wipperfurth, advisory liaison for Harbour Investments says, “We are very excited to be able to offer Morningstar Office to our reps/advisors. The ability to create reports and manage client accounts just got a whole lot easier for our advisors.”
“We are pleased to provide Harbour Investments with a solution that helps Harbour advisors strengthen their relationships with clients and prospects,” said Mike Wilson, vice president of Morningstar Office product management. “Our goal for Morningstar Office is to offer a comprehensive platform that will enhance advisors’ everyday workflows so they can have more one-on-one time with their clients.”
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Morningstar is not affiliated with Harbour Investments, Inc. and its affiliates.
Harbour Investments, Inc., ("Harbour") is an independent broker dealer and registered investment advisor with over 200 representatives in 12 states and is registered in all 50 states. Harbour is known nationally as two-time winner and four-time runner up of Investment Advisor Magazine's prestigious Division 1 Broker Dealer of the Year Award. Additionally, Harbour is a knowledgeable outside RIA friendly firm. Member FINRA/SIPC.