Morningstar Advisor Workstation
Expand Your Potential for Growth- Accounting Management
- Asset Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Accounting Management
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
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.
- Cloud Hosted
- iPhone/iPad
- Android
- Windows
- Mac
- Help Guides
- Video Guides
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