Morningstar Adviser Workstation

Innovative. Integrated. Inclusive.
Downloadable platform.

Welcome to Morningstar's most complete office system for independent advisers. The new Adviser Workstation offers expanded research data (such as Offshore funds), more sophisticated planning tools (including monte carlo simulations and access to Morningstar model portfolios), complete portfolio accounting, client management tools, e-mail and calendar functions, batch reporting, and more.