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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.

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.
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.