Morningstar Office: VSR Partner Page

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Partner Page:

> see VSR's Press Release dated April 11, 2011
> visit the Morningstar website

Morningstar Office

VSR is now offering our Reps who have clients in MAP accounts the ability to use Morningstar Office starting January 2011. You can see the two solutions shown below:

Morningstar Office
Solution 1

Morningstar Office - Solution 1 is Morningstar's Web-based practice management system created specifically for firms who are associated with VSR Financial. It features:

data integration;
GIPS standard performance reporting;
portfolio and practice management tools;
client relationship management capabilities; and
document storage.

Morningstar Office
Solution 2

Morningstar Office - Solution 2 is Morningstar's most complete practice management system. It is designed to meet - with a single software package - all of the core technologies needs of an advisory firm. It features:

all of the features included in Solution 1;
Morningstar reseach on 250,000+ securities;
sophisticated planning tools;
client presentation materials;
and more.