morningstar advisor workstation

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What is Morningstar Advisor Workstation?

MorningstarAdvisor Workstationprovides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations.

What is Advisor Workstation?

Advisor Workstation offers the broadest and deepest investment coverage in the industry, along with the most powerful tools available for screening, analyzing, and presenting results to clients and prospects. Add color to client communications with FINRA-Compliant reports and visuals.

Why should you use Morningstar's data & research?

Put the power of Morningstar’s data and research to work for your advisors. Whether they’re screening for investments, preparing for client meetings, or building portfolios, every step is backed by trusted insights, ratings, and research. Combine powerful client profiling tools with our data and research to create proposals that fit client needs.

What can Morningstar do for You?

Deliver better investment decisions and easily visualize trade-offs with detailed Morningstar data, research, and analysis. Confidently help clients meet financial targets when you can easily create investment strategies that align to their unique goals.

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