Morningstar Advisor Workstation: Cadaret, Grant Edition is a Web-based portfolio construction tool tailored for Cadaret, Grant Representatives. This special edition works in sync with AdvantageOne, so you can integrate real client data.

And because Morningstar is Web-based, investment performance is updated daily. There's no need to buy subscriptions for multiple CDs and wait for download.

• Build, analyze, and compare portfolios, and diagnose pitfalls.
  
  
• Customize professional-quality charts and reports for each client.
  
  
• Generate NASD-approved fact sheets.
  
  
• Begin constructing a portfolio, save your work, and ask an assistant to complete it later.