Live training available to all Adviser Research Centre (ARC) users.
In this 45min small group session, you’ll quickly learn how to get the most out of using the Morningstar Adviser Research Centre (ARC) website and our portfolio tools.
You will learn the following:
- Pick, manage and track the investments you recommend to clients.
- Expand your knowledge on Morningstar's equity and fund research methodology.
- Search and discover new or better investments options.
- Benefit from Morningstar's articles dedicated to advisers.
- Maintain watchlists of your favourite securities.
- Compare managed funds using the Fund Compare tool.
- Comparing peer performances and Morningstar categories.
To learn more on our portfolio construction tools, please join our Advanced training session:
Q and A will be available throughout the live training. Raise any specific questions or client scenarios for discussion
To make the most of your Adviser Research Centre solution, please register for our live training below.