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.
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Wealth Management Features
  • Accounting Management
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
4.0 (1 Reviews)

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

9 months ago

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.

Licensing & Deployment
  • Cloud Hosted
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Knowledge Base
  • Help Guides
  • Video Guides
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