National Financial Morningstar Offerings

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National Financial Morningstar Offerings

• 1. Morningstar Analytics
• 25/user/month
• Daily and intra-day updates on all open end,
  closed end (CE), and exchange traded funds (ETF)
  in the Morningstar database.
• Research screening on over 250 data points.
• Investment Detail PDF reports and comprehensive
  searches using up to 10 criteria
• Hypothetical Illustrations showing the historical
  growth of a security or securities over a given
  time period
• Part of the Streetscape Research 3 and Research 4
  packages
• 2. Morningstar Analytics Plus
• 75/user/month
• Same functionality as Morningstar Analytics with
  access to the Variable Annuity/Variable Universal
  Life database
• 3. Morningstar Advisor Workstation Configuration
  One
• 184/user/month (2200 per year)
• Balance Position data can be integrated from
  Streetscape allowing users to create reports and
  proposals with real-time customer data
• In depth research on Mutual Funds, Stocks, 529
  Plans, ETFs, VA/VUL sub accounts and CE funds
• -Portfolio Graphs -Portfolio Snapshot Report
• -Portfolio X-Ray Report -Stock Intersection
  Report
• -Client Management Portal -Portfolio import
• -Hypothetical Illustrations -Risk Tolerance
  Questionnaire (PM)
• -Security alerts -Monte Carlo based Multi-Goal
  Planner (PM)