Morningstar Advisor Workstation
Morningstar Direct Advisory Suite is a comprehensive investment management platform designed to help financial advisors streamline research, compliance, and client engagement. With powerful portfolio management and monitoring tools, it enables advisors to provide data-driven recommendations while ensuring compliance and efficiency.
Key Features:
Research and due diligence: Access in-depth insights on mutual funds, ETFs, and equities to make informed investment decisions.
Portfolio management: Create, analyze, and monitor client portfolios with advanced analytics and reporting.
Compliance-friendly planning: Ensure regulatory alignment with built-in compliance tools and risk assessments.
Client and prospect management: Engage clients with interactive reports, proposals, and investment comparisons.
Hypothetical illustrations: Model potential portfolio outcomes to demonstrate value and strategy.
Seamless reporting: Generate clear, data-rich reports for both internal use and client presentations.
Best for
Financial advisors seeking a data-driven approach to portfolio management
Firms needing compliance-friendly investment research and planning tools
Wealth management professionals looking to enhance client engagement
Advisors focused on delivering personalized investment strategies
Investment firms requiring deep research capabilities for due diligence
Professionals aiming to simplify portfolio monitoring and reporting
Price: Contact Morningstar for pricing details based on your firm's requirements.
Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.