Morningstar Advisor Workstation

Investment management tool for advisors & portfolio managers

About Morningstar Advisor Workstation

Morningstar Advisor Workstation is a web-based investment management platform designed to help businesses create portfolios, generate hypothetical illustrations, and streamline communication with clients. The application allows specialists to analyze the costs and benefits of investments in the client’s portfolio.

Morningstar Advisor Workstation provides interest scorecards, which allows investors to compare clients' financial plans and advisory services with their current investment plans. Supervisors can use the research module to search for specific investments based on name or ticketer, analyze them using graphs, and create custom views to quickly access details from the database. It also lets asset and wealth managers create asset allocation summaries along with the expenses associated with each investment.

Morningstar Advisor Workstation integrates with several third-party applications such as eMoney, Albridge, MoneyGuidePro, Skience, Wealthscape, RedTail, and more. The software enables managers to assess target risk indexes based on clients’ risk tolerance rates, analyze collected information, and generate sales reports in PDF format.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Morningstar Advisor Workstation portfolio snapshot
Morningstar Advisor Workstation portfolio comparison illustration
Morningstar Advisor Workstation recommendations for clients
View 4 more
Morningstar Advisor Workstation screenshot: Morningstar Advisor Workstation portfolio snapshot Morningstar Advisor Workstation screenshot: Morningstar Advisor Workstation portfolio comparison illustration Morningstar Advisor Workstation screenshot: Morningstar Advisor Workstation recommendations for clients

Features

Total features of Morningstar Advisor Workstation: 32

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

Alternatives

Financial Services Cloud

0
#1 Alternative to Morningstar Advisor Workstation
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized...

HiddenLevers

4,3
#2 Alternative to Morningstar Advisor Workstation
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks,...

EquityEffect

3,6
#3 Alternative to Morningstar Advisor Workstation
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private...

YCharts

0
#4 Alternative to Morningstar Advisor Workstation
YCharts is an investment management software designed to help businesses create investment strategies and communicate...

Morningstar Advisor Workstation FAQs

Below are some frequently asked questions for Morningstar Advisor Workstation.

Morningstar Advisor Workstation offers the following pricing plans:

  • Free Trial: Not Available

Contact Morningstar for pricing information.

We do not have any information about Morningstar Advisor Workstation features

Morningstar Advisor Workstation has the following typical customers:

Small Business, Freelancers, Mid Size Business

Morningstar Advisor Workstation supports the following languages:

English

Morningstar Advisor Workstation supports the following devices:

Android, iPhone

We do not have any information about what integrations Morningstar Advisor Workstation has

Morningstar Advisor Workstation offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support

Related categories

See all software categories found for Morningstar Advisor Workstation.