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