Morningstar Advisor Workstation

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Oct 6, 2012 2:34 am


My previous indy firm uses Albridge to aggregate all my clients' holdings at various MF, VA, REITs, etc accounts, also at Pershing.



My new indy firm doesn't use Albridge.



Wonder if Morningstar Advisor Workstation will do the same thing.



Or anything good program for viewing all my clients' assets?



Thanks,