Overview
Home Area
Practice Management
Investment Research
Proposals and Planning
Reporting and Document Management
  • Morningstar® Adviser Workstation™ Office Edition is our award-winning practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications. Adviser Workstation also helps advisors meet regulatory requirements such as RDR, including the option to tier service and solution packages according to clients’ needs and scale of business.
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    Practice Management
    In-depth Research
    Insightful Reports
    Home displays your entire practice, from your personalised client portfolios and alerts to assets under management and fund performance. Access training tutorials, methodology documents, and industry articles.
    Home displays your entire practice, from your personalised client portfolios and alerts to assets under management and fund performance. Access training tutorials, methodology documents, and industry articles.
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    Access the Practice area for client data and a complete set of sophisticated financial planning tools. Track client holdings and generate reports.
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    Use the Research area to access information on U.K. open-end, Life and Pension, and offshore funds. Several screening and comparison tools help investment selection.
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    Generate research reports and client proposals. Use this hub to archive reports, monitor proposals, and quickly identify clients’ best- or worst-performing funds.
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