A patch was released this morning. It includes some enhancements and fixes some outstanding issues, including:
Add Holding/Find Dialogs
Variable Annuity and Variable Life policies have been added to the Practice and Workspace areas
Hedge Funds
Hedge Fund Summary Report available through right-click menu
Open End Funds
Search by Manager Name enabled
Reports
Template issues fixed
Transactions
Editing of generated transactions fixed
A new patch for Morningstar Office is now available. It provides several enhancements and addresses several issues, including:
Export
Export limit increased to 500 items
Investment Lists
User order retained for investment lists
Morningstar Page
Accessible from all share classes of the covered fund
Variable Annuity Policy Universe
Right-click access to subaccounts
Practice
Data points added, including: % Developed, % Emerging, True No-Load
Ranking
Ranking feature fixed
Import
Several issues fixed for multiple import sources
Behavioral Change
You now need to double-click to open items (clients, accounts, lists), rank columns, etc. Single-click is still used for selecting items.
Investment Lists, Accounts, Models, Custom Benchmarks
Ability to create reports and graphs for multiple securities.
Analyst Picks
Now available in the Articles + Commentary section of Home.
Morningstar Page
Available from the Quicktakes of funds with analysis.
Brokerage Availability
Content restored.
Release Notes from original release of Morningstar Advisor Morningstar Office 3.0