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.
Portfolios Designed to Put Your Clients First
We know you play a vital role in your clients’ journey to financial security. We’re dedicated to connecting you with investment choices designed to help you serve clients at each stage of their lives.
That’s why each model portfolio we offer is backed by our independent research. They’re built for the long term, with a keen eye on risk, and created to put your clients’ needs front and center, where they belong.
There's no better learning than from the masters themselves.