Advisor Workstation Enterprise Analytics
Experience a robust compliance and business intelligence solution designed to support an advisory firm’s Home Office team. Get a full picture of your firm’s business, ensuring regulatory compliance, and surfacing business insights related to advisor activities across the platform.
Morningstar’s Enterprise Analytics is a business intelligence platform that empowers the Home Office and Enterprise Teams to access data and gain valuable insights on compliance, business, and performance metrics from the activities of their advisors in Advisor Workstation.
Access a complete business intelligence breakdown of your advisors at your fingertips
See the state of your business at a glance
Gain a snapshot of your firm's advisory business.
Access data and gain valuable insights
Pull performance metrics, compliance status, and other business data to assess advisor activities in Advisor Workstation.
Take data-informed actions
Use the data you get from Enterprise Analytics to make well-informed decisions and consistently improve your business.
Explore Enterprise Analytics
Compliance
Stay prepared with spot checks on advisor proposals that may pose a regulatory risk. The Compliance Dashboard supports firm compliance by flagging proposals that are mis-aligned to your firm’s policies. Monitor your firm’s proposals for compliance risk for regulations like the US SEC Marketing Rule, the Department of Labor Rollover Rule, or Canada’s Client-Focused Reforms.
Insights
Access advisor activity analytics within Advisor Workstation to deliver optimal insights and advice. Insights include account types, investment types, and number of reports generated.
Performance
Uncover insights to enterprises as to how their advisors are performing, what does the scorecard of advisors’ portfolios and proposals look like, where do they stand when compared to industry or peer groups. Provide benchmarking competitive insights, score cards and more through the Enterprises Performance dashboard.
Ready to see for Yourself?
Try Morningstar Enterprise Analytics to efficiently grow your business.