Morningstar Adviser Workstation features dozens of professionally designed reports. However with Report Studio, you can easily create your own custom reports, either as one-off reports for an individual client or report templates for use with your entire practice. In addition to specifying the components of each custom report, Report Studio allows you to incorporate your firm’s logo, custom disclosure information, corporate colour palette, and fonts to create materials that fully align with your firm’s identity and branding.
Click the example report below to visit the Report Studio support page, and see how you can create your own bespoke report today.
