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Morningstar Advisor

Overview

Modern investors are bombarded with financial information. More than ever, they need financial coaches who’ll help them cull through the noise with great advice on how to meet their monetary goals without compromising their values. To meet that need, Morningstar® Advisor Workstation delivers a web-based platform for financial institutions and their affiliated financial professionals to drive better investor outcomes by delivering independent financial data, research, and analysis from a team of over 350 global experts with FINRA-reviewed reporting. Morningstar® Advisor Workstation offers investment analysis, portfolio management and proposal generation capabilities all in one place to enable broker-dealers to provide personalized goals-based advice – all while helping them stay compliant amidst regulatory shifts. 


Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest 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.