National Financial’s Morningstar Advisor Workstation offering is integrated with Streetscape and provides users with the ability to import accounts & create reports + proposals using real-time customer positions + balances. Users have access to Morningstar’s full universe of Mutual Funds, Stocks, 529 Plans, ETFs, VA/VUL sub accounts and CE Funds. Separate Account Data is also available.
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Investacorp, Inc. is a subsidiary of Ladenburg Thalmann Financial Services Inc.