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Get client personalization right with one integrated platform

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See the Investment Planning Experience in action with a free demo

Personalize your recommendations based on your client’s risk comfort, non-financial preferences, and goals with the Investment Planning Experience in Morningstar® Advisor WorkstationSM

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Grow Your Business With Personalized Portfolios

A Holistic Investment Planning Experience
Replace multiple advisor tools with a single solution. You can bring together goals, risk, and values for client-focused plans and proposals.

Sustainability Their Way
ESG investing means different things to each investor. Some may want to avoid "sin" stocks. Others have no preference. Hold better conversations about what matters to your clients.

Make Your Advice Matter
Create client-ready reports that show the value of your advice. Clear before-and-after visuals can resonate with your clients and their goals.

Explore the Investment Planning Experience

Risk Profiling
Do you understand your client’s risk comfort? The validated Morningstar Risk Profiler can give you a clear view on how much risk clients can tolerate for compliant recommendations.

Investor Preferences Survey
Customers expect portfolios that reflect their values. And Canadian regulators require proof that you’ve had those conversations. Record client interests and measure their conviction.

Goal Planning
Guide clients through a list of suggested goals to help clients prioritize what matters most. In one workflow, you can refine portfolios for your client’s time horizon and risk capacity.


Ready to see for Yourself?

Try Morningstar® Advisor WorkstationSM to grow and sustain your business.