Elevate your LPL practice with Morningstar

We’re celebrating 15+ years of combined success. Consolidate your tech stack and save up to $10,000 with Advisor Workstation.

Flexible Pricing Built for You

Morningstar’s six custom Advisor Workstation solutions are built to fit practices of every shape and size. Want specific pricing? Speak with sales to find the best fit for your needs.

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Chart previewing the range of custom Advisor Workstation options built for LPL advisors.

Integrations That Drive Efficiency

LPL advisors have multiple Advisor Workstation integration options, including ClientWorks, eMoney, MoneyGuidePro, Redtail, RightCapital, and Albridge.

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Advisor Workstation integrations with essential tools for LPL advisors.

Additional LPL Resources

Morningstar Direct Platform Coverage Team for LPL

Our priority is to mobilize the Morningstar account team that works across this breadth of solutions to help you achieve your strategic pillars with efficiency.

Empower Your Great Advice With Advisor Workstation for LPL Advisors

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more that can help drive success for advisors and investors.

AI Within LPL’s Advisor Workstation Solutions

Our AI chatbot Mo is a digital research assistant that uses the power of the Morningstar Intelligence Engine to put Morningstar’s equity research, managed investment research, and editorial just a question away.