Morningstar Advisor Workstation

Investment management tool for advisors & portfolio managers
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Activity Dashboard Activity Dashboard
Client Management Client Management
Client Portal Client Portal
Data Capture and Transfer Data Capture and Transfer
Data Extraction Data Extraction
Data Filtering Data Filtering
Data Import/Export Data Import/Export
Data Mapping Data Mapping
Data Migration Data Migration
Data Synchronization Data Synchronization
Data Transformation Data Transformation
Data Visualization Data Visualization
Database Integration Database Integration
Financial Analysis Financial Analysis
Financial Management Financial Management
Multiple Data Sources Multiple Data Sources
Performance Management Performance Management
Performance Metrics Performance Metrics
Performance Reports Performance Reports
Portfolio Management Portfolio Management
Real Time Analytics Real Time Analytics
Real Time Comparisons Real Time Comparisons
Real Time Data Real Time Data
Real Time Monitoring Real Time Monitoring
Real Time Notifications Real Time Notifications
Real Time Reporting Real Time Reporting
Real Time Updates Real Time Updates
Risk Alerts Risk Alerts
Risk Analytics Risk Analytics
Risk Assessment Risk Assessment
Secure Data Storage Secure Data Storage