U.S.A.
Morningstar® Advisor Workstation
Investment research and portfolio analysis platform.
Overview
Clients & Portfolios Module
Research Module
Planning Module
Hypotheticals Module
Defined Contribution Module
Analyst Research Center
Integration Capabilities
Client Support Services
Morningstar for Advisors iPad App
Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business. A mobile companion to the platform makes the Morningstar reports, ratings, and research you and your clients know available on your iPad®, even when you’re away from your office.
Learn how the Morningstar for Advisors app gives you new ways to share your advice with clients. Watch video
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Schedule a Sales Appointment
Firms with Customized Versions
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Interactive Report Demos
Sample Reports
FINRA Review
Product Fact Sheets
Methodology Documents
Proof
Client Stories
Video Testimonials
Customer Support
Contact Support
Technical Requirements
User's Guide
Training
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