will use the Morningstar Advisor Workstation
for its mutual fund representatives. Kent Hiemenz
, director of sales for Northern Trust Securities, said the decision to go with the Chicago-based fund tracker was part of an effort to put both its brokerage and mutual fund operations with one application.
He added that Morningstar helped Northern Trust build a customized system of its tools. The platform offers four modules: Planning, Clients & Portfolios, Research, and Sales.
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