U.S.A.
Morningstar® Advisor Workstation
Investment research and portfolio analysis platform.
Rosetta Financial Advisors
Waddell & Reed, Inc.
Banca Generali
Banque Raiffeisen
Alain Punnel
Head of Commercial Development and Coordination
Banque Raiffeisen
Luxembourg
Banque Raiffeisen is one of Luxembourg’s largest locally owned retail banks, with 600 employees and 90 specialized investment advisors working with individuals at more than 40 locations to find investments that fit their needs.
Banque Raiffeisen
Banque Raiffeisen
Our advisors use Morningstar® Advisor Workstation, not only on our traditional workstations at all our branches but paired with the new Microsoft Surface Hub touch-screen table technology, to visualize portfolios, present investments, and make recommendations.

Finding a Competitive Edge
We chose to work with Morningstar so we could provide a high quality of service to our clients. We’re a relatively small bank, and we need all-in-one solutions to stay competitive. With Advisor Workstation, we are able to process a large amount of data and create client-facing materials like fact sheets. Without it, we wouldn’t be able to provide the documentation for all of the investment funds here in Luxembourg.

Everything is ready for us to use—even the legal requirements were handled with a few small adjustments for the local market by Morningstar.
The system offers an all-in-one solution to our clients’ needs—it’s one click to share all kinds of analysis with a client, including prospectuses and evaluations of recent performance. And you can email these materials directly to the client, an additional feature that really boosts the quality of our service.

Our Interactive Advisory Desk
Recently, we integrated Advisor Workstation with our touch-screen-based table technology and trained our advisors to use them together on the table, side-by-side with the client. We refer to the combination as our interactive advisory desk. We’ve had a lot of really positive experiences with it, attracting new clients to come in to our branches and have a discussion about their existing portfolios.
Morningstar Office Client - Banque Raiffeisen | Morningstar U.S
A Helpful Transition
The Morningstar staff was really helpful in getting us up and running, and working through any issues that came up. Having them guide us through the process as we were pushing this new technology solution to our management and advisors was a big help.
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