Morningstar® Advisor WorkstationSM
Simplify your financial research and reporting with business intelligence
Go beyond what your clients are expecting with financial data integration.
Exceed your clients’ expectations. Build portfolios that help them reach their financial goals.
Investment Planning Experience
Optimize portfolios and proposals to fit client risk tolerances, preferences, and goals with Advisor Workstation’s investment planning workflow.
It combines powerful client profiling tools with Morningstar data and research, so advisors can show clients how and why a strategy moves them toward their goals and align client goals with firmwide strategies to drive success for everyone.
Add color to your client communications.
Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports.
Client Reporting
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table.
Show what your investment advice can do.
Walk through the process behind your recommendations so potential clients can see what’s possible and how you’ll help them reach their goals.
Reporting Scenario Builders
Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with scenario builders that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more.
Deliver impactful advice for the next generation of investors.
Stay up to date on the latest trends, discover hyper-relevant data points, personalize investment plans, and more.
Meet Mo
Mo is a digital research assistant that puts Morningstar’s research just a question away. Drawing from our extensive investment data and research library (including every article published for Morningstar.com), Mo is designed to surface and summarize our independent insights in a conversational format for investors and investment professionals alike. It can do what no human can: read and recall the hundreds of thousands of research reports Morningstar produces, in seconds. Mo does not provide investment advice.
The beta-test version of Mo can be used today in many configurations of Morningstar Advisor Workstation. There is no additional charge to use Mo.
Ready to See for Yourself?
Try Morningstar® Advisor WorkstationSM to grow and sustain your business.
A Seamless Experience
Our platform fully integrates with third-party tools to support the way you want to work.
More Tools for Financial Advisors
Morningstar DirectSM
Deliver great investment advice with independent data, proprietary portfolio analytics, and personalized reporting.
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Morningstar® ByAllAccountsSM
Aggregate your custodial and held away accounts for a holistic view of your clients holdings.
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Morningstar® Managed PortfoliosSM
Professional guidance and access to strategies that advisors can use to help meet investor needs at each stage of their lifetime.
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Morningstar Due Diligence and Manager Selection Services
Make portfolio decisions built on a best ideas list of suitable funds and ETFs vetted by our global manager selection team.
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By using these tools, we’re doing a better job of building diversified portfolios—ultimately helping increase the likelihood of success for our clients.
Andy Mohn
Vice President
Waddell & Reed, Inc.
Overland Park, Kansas
Learn more about Morningstar’s solutions for financial advisors.
In the United States, Morningstar® Managed PortfoliosSM are offered by Morningstar Investment Management LLC or its wholly-owned subsidiary, Morningstar Investment Services LLC, both registered investment advisors, as part of various advisory services offered on a discretionary or non-discretionary basis. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative.