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- Research and due diligence tools that power great advice.
- Compliance-friendly investment planning.
- Portfolio management and monitoring.
- Client and prospect management tools that show your value.
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What Advisors are Saying
Morningstar has been an ally in building my practice, helping prospects and clients benefit from third-party, deep-dive research. I can translate that information in a relatable way.
Morningstar Advisor Workstation has the tools and research you need to optimize your most critical advisor workflows – from one platform. Attract new clients, drive better investor outcomes through accessible financial planning capabilities, comply with current and future regulatory needs, and digitally quantify decision trade-offs.
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