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Direct Advisory Suite – financial advisor software

The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

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Build trust. Showcase value. Deliver elevated advice at scale.

Direct Advisory Suite use cases

Direct Advisory Suite stands apart with time-saving experiences and capabilities that help advisors deliver trusted investment recommendations.

Investment research

Whether your advisors are screening for investments or building portfolios, every step is backed by trusted insights, ratings, and research.

Investment planning

Combine client profiling tools with our data and research to deliver investment plans that align to client profiles, values, and risk tolerance.

Portfolio analytics

Compare portfolios across risk, performance, and exposure dimensions, making it easy to see different investment recommendations.

Client reports

Build client trust with access to 15-plus FINRA-reviewed reports that bring investment decisions to life and prove the impact of your advice.

What our clients are saying

Direct Advisory Suite features

Advisors can quickly build plans, organize their business, communicate with clients, and align their practice to current regulations.

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Enterprise Analytics

Get firmwide visibility with a suite of dashboards to see trends, insights, and the true scope of your business.

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Risk profiling and risk scoring tools

Make risk tangible and clear for clients with our industry-trusted Portfolio Risk Score and defensible risk profiling tools that prove your value as an advisor, build trust, and promote business growth.

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Financial regulation and compliance

Key compliance steps are woven into investment planning, proposal generation, and client reporting workflows to ensure great, compliant advice.

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Private market data and investment workflows  

Empower your practice with the ability to confidently offer alternative investments, differentiating your services and enhancing client portfolio performance.

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Client-friendly reports

Mange client expectations and emotions around complex decisions.

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Integrations that drive efficiency

Integrating with your tech stack, Direct Advisory Suite helps streamline your workflow and lets you focus on building deeper client relationships.

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AI assistant

Enhance client relationships, streamline portfolio management, and uncover insights effortlessly with AI tools powered by Morningstar’s trusted research and expertise.

Direct Advisory Suite Specific Questions

Watch to learn more about Direct Advisory Suite

Explore Direct Advisory Suite training webinars

Insights

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Webinar
60 min

Confident Conversations: Enhance Your Client Interactions with Morningstar Insights

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Client Success Stories
3 min

LPL Financial Advisor Builds Practice With Advisor Workstation

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Research Paper

Measuring Client Risk Tolerance: How Better Methodology Can Give Advisors an Edge

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Webinar
30 min

How to Ensure Regulatory Compliance for Advisors Across Your Firm

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