Morningstar Advisor Workstation: Cadaret Grant Edition is a Web-based portfolio construction tool tailored for Cadaret Grant financial professionals. 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 fact sheets reviewed by FINRA.
- Begin constructing a portfolio, save your work, and ask an assistant to complete it later.