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Request Your Demo of Morningstar Advisor Workstation Today

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Build your business with:

  • 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.

Thanks for your interest

Give us a little information about yourself, and we’ll be in touch. We’re looking forward to learning more about how we can help you.

What Advisors are Saying

View Case Study

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.

Taunya Villicana, CEO, Aspirational Wealth Management, LPL Financial
Taunya Villicana, CEO, Aspirational Wealth Management, LPL Financial

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.

Choose the Membership Plan that Best Fits Your Needs

2024 Membership Plan Comparison

Assess Membership

Data, research, and visuals that make hard decisions easier.


Plan Membership

Create investment plans that connect to your clients' financial goals.


Engage Membership

Build client trust with investment decisions that match “best interest.”