Research & Analysis

Morningstar® Advisor Workstation—This web-based solution facilitates investment research,
client communications and portfolio management. Four solutions are offered within AdvisorConnect.
The Starter Kit contains Solution #3, which includes Hypothetical Illustrations and databases for:
Mutual Funds, Closed-End Funds, ETFs, Variable Annuities/Life Products, 529 Plans, and Stocks.

Forefield Advisor™—A web-based sales, education, and client communication tool that enables
you to deliver current, concise, and compliant advice. Forefield Advisor contains 3,000 articles,
illustrations, worksheets, tables, and interactive tools written to satisfy FINRA compliance requirements.