How United Advisors America uses Morningstar data and research

Aubrey Paganelli and United Advisors America rely on Direct Advisory Suite (formerly Advisor Workstation) and Morningstar Direct to attract clients and grow their business. These tools weave Morningstar data and research throughout their workflows to generate concise investment reports for client presentations and improve model portfolio performance.

Watch Aubrey’s success story below.

Everything advisors love about Advisor Workstation has been enhanced and reimagined: Direct Advisory Suite is a connected set of tools designed for proposal creation, investment research, and investment planning—helping advisors stay efficient, informed, and ahead of the curve.