Morningstar Advisor Workstation
About Morningstar Advisor Workstation
Morningstar Advisor Workstation Pricing
Contact Morningstar for pricing information.
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Morningstar Advisor Workstation
2 Reviews
Ryan
Financial Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed November 2023
Fantastic Product for Client Proposals
Easy to access a plethora of data. Allows you to ensure what you're offering to the client is in their best interest - the portfolio tool is fantastic for proposals and allows clients to get a better understanding of their investments.
CONSA touch of a learning curve, however there are plenty of resources available for how to best utilize the system.
William
Financial Services, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2022
Morningstar A Bit Expensive for the Features
Fund Ratings help with due-diligence and fund selection.
CONSA bit expensive and cumbersome. Updated monthly not daily or weekly.