Options for running various reports. Customer service , representatives are well trained and you connect directly to the support team. Dealing with software companies and not having to go through robots is a HUGE advantage.
Groups already created , does not automatically update with changes to default settings
search capabilities for unknown securities / proxies
update print, to read reports easier ( or add color)
provide a better table of contents
report software , is dated and can be updated to be more user friendly. but after a few month of trial and error you are able to learn the do/ donts, what to be careful of . and training others I am able to explain the glitches and shortcomings. but once you master it is fine
Morningstar has an abundance of information right in one place that you can use to research funds and stocks, that I am able to prove to FAs. Im new to the business and using Morningstar helps me self learn and research stock market ; equity, mutual fund, and ETF research, IRA, 401(k) and 529 plan research.