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.

An illustration showing portfolio proposal and reporting tools in Direct Advisory Suite, featuring charts on asset allocation and risk profiling tools.

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.

Direct Advisory Suite features

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

Insights

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