About Morningstar Advisor Workstation

Morningstar Advisor Workstation is a cloud-based investment management solution that helps businesses create and assess client portfolios using hypothetical illustrations. Professionals can review investment styles or holdings and generate PDF reports to monitor the financial performance of customers' assets.

Morningstar Advisor Workstation provides mobile applications for iOS and Android devices, which allows organizations to remotely access client lists and view their individual portfolio snapshots. Managers can create asset location summaries and utilize the research module to search for specific investments based on name or ticketer. Additionally, it lets users compare clients' financial plans and advisory services with their ongoing inves...


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