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Morningstar Advisor Workstation

4.0 (1 Review)|Write a Review|Unclaimed profile
United States HQFounded 1984

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMedium

Overview

About Morningstar Advisor Workstation

Simplify your research and reporting process with Morningstar Advisor Workstation. Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Walkthrough the process behind your recommendations so potential clients can see what’s possible and how you’ll help them reach their goals. Exceed your clients’ expectations and help them reach their goals by building portfolios that align with their preferred level of risk.

At a glance

Software information

Industries served, licensing and the support Morningstar Advisor Workstation provides.

Industries

  • Banking
  • Financial-services
  • Investment-management

Licensing

  • Proprietary
  • Quote Based

Support

  • Email
  • 24x7 Support

Training

  • Help Guides
  • Video Guides

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

4.0
Based on 1 verified review

What users say

Review Analytics of Morningstar Advisor Workstation

Every review is verified through Goodfirms before it's published.

4.01 Verified Review
Detailed Reviews of Morningstar Advisor Workstation
Sort ByWrite a Review
Lucas Robinson, CMO at CredifulVerified Review
Posted on Jul 28, 2021

“Highly recommend this easy-to-use and web-based WMS software.”

Overall rating4.0

As an owner of Crediful - financial company, the WMS software that I personally use and highly recommend is Morningstar Advisor Workstation. Modern investors are bombarded with financial information. More than ever, they need financial coaches who’ll help them select through the noise with great advice on how to meet their financial goals without jeopardizing their values. To meet that need, Morningstar Advisor Workstation delivers a web-based platform for financial companies and their affiliated financial professionals to drive better investor results by delivering independent financial data, research, and analysis from a team of over 350 global experts with FINRA-reviewed reporting.

Capabilities

Morningstar Advisor Workstation features

The full feature set, grouped by module.

Investment Management Software

  • Accounting Management
  • Asset Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Wealth Management Software

  • Accounting Management
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Stock Portfolio Management Software

  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Technical Analysis
  • Watchlists

Plans

Morningstar Advisor Workstation pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Vendor pricing page

Media

Screenshots & video

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