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Expand Your Potential for Growth

Simplify your research and reporting process with Morningstar Advisor Workstation. Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Walkthrough the process behind your recommendations so potential clients can see what’s possible and how you’ll help them reach their goals. Exceed your clients’ expectations and help them reach their goals by building portfolios that align with their preferred level of risk.
Morningstar Inc
1984
United States
  • Banking
  • Financial-services
  • Investment-management
3 Industries
  • English
1 Language
Industries
  • Banking
  • Financial-services
  • Investment-management
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Email
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blog

Media

Morningstar Advisor Workstation video
Morningstar Advisor Workstation

Morningstar Advisor Workstation Core Features

Focus of Investment Management Feature
  • Accounting Management
  • Asset Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Wealth Management Feature
  • Accounting Management
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
Focus of Stock Portfolio Management Feature
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Technical Analysis
  • Watchlists

Morningstar Advisor Workstation Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

Morningstar Advisor Workstation Reviews

4.01 Review
Write a Review
Lucas Robinson

Highly recommend this easy-to-use and web-based WMS software.

As an owner of Crediful - financial company, the WMS software that I personally use and highly recommend is Morningstar Advisor Workstation. Modern investors are bombarded with financial information. More than ever, they need financial coaches who’ll help them select through the noise with great advice on how to meet their financial goals without jeopardizing their values. To meet that need, Morningstar Advisor Workstation delivers a web-based platform for financial companies and their affiliated financial professionals to drive better investor results by delivering independent financial data, research, and analysis from a team of over 350 global experts with FINRA-reviewed reporting.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
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