Audience

Organizations looking for a Wealth Management solution that helps simplify their financial research and reporting issues

About Morningstar Advisor Workstation

Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow.

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Pricing

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Company Information

Morningstar
United States
www.morningstar.com/products/advisor-workstation

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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
Support
Phone Support
Online

Morningstar Advisor Workstation Frequently Asked Questions

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Morningstar Advisor Workstation Product Features