Morningstar Advisor Workstation

Morningstar Advisor Workstation: Cadaret, Grant Edition is a Web-based portfolio construction tool tailored for Cadaret, Grant Advisors. 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.