U.S.A.
Morningstar® Advisor Workstation
Investment research and portfolio analysis platform.
Overview
Clients & Portfolios Module
Research Module
Planning Module
Hypotheticals Module
Defined Contribution Module
Analyst Research Center
Integration Capabilities
Client Support Services
Morningstar for Advisors iPad App
Morningstar for Advisors iPad® App
Morningstar for Advisors is the mobile companion to Morningstar® Advisor Workstation that makes the Morningstar reports, ratings, and research you and your clients know available on your iPad®. Even when you’re away from your desk, you can still have a complete view of your clients and their portfolios. You’re free to have more personal, interactive conversations—with the information you need right in your hands.

See the app in action 

If you have a current Advisor Workstation subscription, you may be able to use the app now. Learn how

What you can do:
Connect with clients
Sync client account, portfolio, and investment information from Advisor Workstation
Monitor client portfolios
Review client portfolios
Pull up Morningstar reports for client meetings outside the office
Show what’s in a client’s portfolio with the interactive Morningstar® Portfolio X-Ray® tool
Monitor the markets
Tap into Morningstar’s independent Analyst Reports and other proprietary data and ratings
Get current quotes on thousands of securities
Communicate trends with investment performance charts
Take Action
Schedule a Sales Appointment
Learn More
Interactive Report Demos
Sample Reports
FINRA Review
Product Fact Sheets
Methodology Documents
Proof
Client Stories
Customer Support
Contact Support
Technical Requirements
User's Guide
Training
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