Morningstar® Adviser WorkstationTM


Managing an adviser practice is rarely, if ever, a straightforward process. On a daily basis you handle multiple tasks—investment research, portfolio analysis and investment planning. All while serving existing clients with ongoing updates and prospecting for new ones.

For all of the tasks you perform and roles you play, Morningstar® Adviser WorkstationTM can help you do them better. It’s a web-based platform, so you’ll always have the latest Morningstar investment data and its intuitive design and navigation will streamline your daily work.

Best of all, Adviser Workstation helps you get results. Its comprehensive, visually-compelling reports will strengthen your message to clients and make the most convincing case for your recommendations.

 

Work Smarter and More Efficiently

Morningstar® Adviser WorkstationTM helps you stay on top of your entire book of business. Its intuitive design gives you quick access to the tools, files and securities you use most frequently. And whether you work independently or collaborate with others in your practice, Adviser Workstation will enable you to work smarter and more efficiently.

Analyse investments and present results to clients and prospects

Morningstar® Adviser WorkstationTM offers the broadest and deepest investment coverage in the industry, along with the most powerful tools available for analysing that information and presenting your results to clients and prospects.

Build, analyse and monitor client portfolios

It’s your entire practice—arranged for efficient and proactive management. The Clients & Portfolios Module gives you the tools to quickly build, analyse and monitor your clients’ portfolios.

Assess risk tolerance and identify your clients’ investment goals

The Planning Module within Morningstar® Adviser WorkstationTM helps you build solid, diversified portfolios that are appropriate for your clients by assessing their true risk tolerance and identifying their investment goals. Use the Planning Module’s risk questionnaire to conduct meaningful risk assessments and create accurate risk profiles. Then create a plan based on multiple investment goals and select a strategy and asset allocation along an Efficient Frontier curve.

Gain with rich insight from Morningstar’s investment analysts

With rich insight from our experienced professionals, Morningstar® Adviser WorkstationTM can serve as the primary source for research in your practice. We deliver independent perspective, consistent methodology, and actionable insight on stocks and funds.

Ongoing Training and Support

Morningstar also supports Adviser Workstation with trained, in-house product consultants, not an outsourced call center. Help is available via phone and e-mail six days a week.

©2016 Morningstar. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. The information, data, analyses and opinions contained in Adviser Workstation (“Information”): (1) include the confidential and proprietary information of Morningstar India Private Limited; (2) may not be copied, redistributed or used, by any means, in whole or in part, without prior, written consent of Morningstar; (3) are not warranted to be complete, accurate or timely; (4) are provided solely for informational purposes; and (4) may be drawn from data published on various dates and procured from various sources. The Information or any part thereof may not be construed as an offer, from Morningstar India Private Limited, to buy or sell any particular security or any other financial instrument.
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