Personalized investment plans, easily aligned to your clients' preferences
Personalize your recommendations based on your client’s risk comfort, values, and goals with the Investment Planning Experience in Morningstar® Advisor WorkstationSM
See it in Action
Personalize Investment Planning for Investor Success
A Holistic Investment Planning Experience
Replace a patchwork of advisor tools with a single solution that brings together goal planning, proposal generation, risk profiling, and value alignment for a singular investment planning experience.
Their Values, Their Way
Values mean different things to different investors. Some may want to invest more sustainably or avoid sin-stocks, while others don’t have any preference. Have better conversations about what matters to your clients and connect it to investment choices.
Advice that Makes a Difference
Create an investment plan that shows the alignment of your advice with clear before-and-after visuals that resonate with your clients.
Explore the Investment Planning Experience
Risk Ecosystem
Reliably assess client risk profiles and portfolio risk levels to deliver an investment plan in their comfort range.
Investor Preferences Tool
Connect to your clients’ revealed values and sustainability preferences to optimize their portfolios.
Investment Goals
Connect client goals to an easy-to-understand plan to drive meaningful investment conversations.
Webinars
On-Demand
Properly profiling clients' risk in terms of a volatile market
Explore investor behavior in a volatile market and factors to consider when determining your clients’ risk profile.
On-demand
Show Value With Personalization
In 2023, learn the strategies to understand your client that lead to better outcomes and growth.
On-demand
How To Talk To Your Clients About Their Values
Drive constructive conversations around values with your clients to differentiate yourself in the market.
On-Demand
How To Talk To Your Clients About Their Risk Profiler
Discuss risk with clients in a way that drives understanding and engagement
On-Demand
How to answer your clients’ biggest question: Will I reach my goal?
Learn how a goal-based investment plan can answer this question and more with personalization, collaboration, flexibility, and choice.
Ready to see for Yourself?
Try Morningstar® Advisor WorkstationSM to grow and sustain your business.