Expand Your Potential for Growth

Simplify your research and reporting process with Morningstar® Advisor Workstation.SM

Already a user? View the Quickstart Guide.

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. Get a sample report.

Show what your 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 Hypothetical Illustrations
Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more.

Go beyond what your clients are expecting.

Exceed your clients’ expectations and help them reach their goals by building portfolios that align with their preferred level of risk.

Planning Tools
Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed.

More Tools for Tomorrow’s Advisor

Data Integration
Reduce manual client and portfolio data entry with a platform built to support your firm’s client data.

Security Research and Screening
Screen and evaluate multiple security types to find investments that fit, spot market trends, and build model portfolios using our research and analytics.

Analyst Research
Back your investment proposals with the same data and insight that our global analysts use to follow the market by accessing videos, reports, and more on thousands of stocks, ETFs, funds, and IPOs.

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.


Albridge Logo
BNYPershing Logo
eMoney Logo
MoneyGuidePro Logo
Redtail Logo
SalesForce Logo
Ameritrade Logo
Skience Logo
Wealthscape Logo

More Solutions for Advisors

Morningstar® ByAllAccountsSM
Aggregate your custodial and held away accounts for a holistic view of your clients holdings.
Morningstar Cloud
Advanced investment analysis platforms designed for the way you work.
Morningstar® Managed PortfoliosSM
Professional guidance and access to strategies that advisors can use to help meet investor needs at each stage of their lifetime.
Start Quote Mark By using these tools, we’re doing a better job of building diversified portfolios—ultimately helping increase the likelihood of success for our clients. End Quote Mark
Andy Mohn
Vice President
Waddell & Reed, Inc.
Overland Park, Kansas
Start Quote Mark By using these tools, we’re doing a better job of building diversified portfolios—ultimately helping increase the likelihood of success for our clients. End Quote Mark
Andy Mohn
Vice President
Waddell & Reed, Inc.
Overland Park, Kansas

Easing the Retirement Crisis

Did you know 75% of working American households are not on track to achieve their retirement goals? Our latest research analyzes eight changes advisors can make to help their clients build a better financial future.

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.