Import
Two Custodian Interface Names Changed
Top Tool Bar > Import > Interface Name Column
The following two custodians interface names have been changed:
- Custodian CNL (REIT) is now Resource Real Estate (This applies to advisors who import through DST Fanmail only).
- PNC Global Investment Servicing DAZL to DAZL Data
CIM
Maximum File Upload Size for the Client Web Portal Increased
cwp.morningstar.com
Clients who upload documents to Advisors through the Client Web Portal can now upload files as large as 20 MB. (Previously, the maximum file size was 10 MB).
Data Content
Morningstar Global Equity Indexes Now Available
Research > Indexes > Morningstar Index Series
Index coverage has been expanded to include the new Morningstar® Global Equity Indexes. This includes 60+ country, regional, developed, and emerging market indexes –comprising 97% of stocks by market capitalization.
New Data Point added to Stock Universe
Research > Stocks
A new data point, IPO Offer Price, has been added to the US Stock Universe.