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.
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.
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.