Efficient. Integrated. Inclusive. Complete Practice Management Platform
Morningstar® Adviser Workstation Office Edition is our award-winning practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications. Adviser Workstation also helps advisors meet regulatory requirements such as RDR, including the option to tier service and solution packages according to clients’ needs and scale of business.