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Elevate Your Practice With Direct Advisory Suite

Consolidate your tech stack and save up to $10,000 with Direct Advisory Suite.

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Meet the next phase of Advisor Workstation

Want specific pricing? Speak with sales to learn more.

Flexible Pricing Built for You

Morningstar’s two 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.

Image showing an individual membership plan comparison between Morningstar’s two Advisor Workstation solutions including features such as investment data and planning.

Integrations That Drive Efficiency

Raymond James advisors have multiple Advisor Workstation integration options, including RJ Net, eMoney, MoneyGuidePro, Redtail, and Albridge. 

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Additional Resources

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Your Raymond James Coverage Team

Morningstar values our partnership and has dedicated resources specifically for Raymond James.

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Raymond James Solution Guide

Learn more about the key workflows within Morningstar Direct and Advisor Workstation to help you provide great advice.

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Overnight Batch Integration

The Overnight Batch Integration allows client data to load automatically into Advisor Workstation.

Let’s talk

Hear from your dedicated account team how you can save up to $10,000 with Advisor Workstation.

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