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Advisor Workstation
Overview
Clients & Portfolios Module
Research Module
Planning Module
Hypotheticals Module
Morningstar for Advisors iPad App
Research. Analysis. Reporting.
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.
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User's Guide