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Morningstar Advisor Workstation

Built for productivity, Morningstar Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

Website

https://www.morningstar.com/products/advisor-workstation

Contacts

productinfo@morningstar.com

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Morningstar
  • Investment Data, Tools, and Reports
Morningstar

Companies that integrate with Morningstar Advisor Workstation

Essentially an API can share valuable data and enhance the functionalities of an existing system with integration of new features.

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
#Portfolio Management #Account Aggregation #Billing #Rebalancing #Portfolio Reporting
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Investment Research #Retirement Planning #Portfolio Management #Risk Management #Portfolio Reporting #Tax Planning

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