Morningstar® Advisor Workstation
Modular investment research and portfolio analysis platform.
Clients & Portfolios Module
Research Module
Planning Module
Hypotheticals Module
Defined Contribution Module
Analyst Research Center
Integration Capabilities
Client Support Services
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. Advisors can use this modular platform daily to manage multiple tasks, either independently or while collaborating with colleagues. An intuitive home view offers quick access to favorite securities and features. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of an advisor’s book of business.
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