Skip to Content


Investment Professionals Do More with Morningstar Solutions


Deliver exceptional experiences for each client across your book of business. With time-tested insights, you can explore new investment opportunities and steer your clients through volatile markets.

Take advantage of discounts for advisors who custody with Schwab.

computer monitor with gears and report
Morningstar® Advisor Workstation℠

The tools and research to build lasting client relationships. Make hard decisions easier, all in one platform.

  • FINRA-approved client reports.
  • Portfolio construction.
  • Third-party integrations.
  • Client management.
person with goal target, portfolio allocation, and line graph
Morningstar Office℠

Web-based portfolio and practice management for independent advisors. Office directly connects with Schwab for seamless trading and daily data files.

  • Investment data, research, and ratings.
  • Performance reporting.
  • Tax-aware trading and rebalancing.
  • Billing and back-office support.