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Morningstar Advisor Workstation

Investment management tool for advisors & portfolio managers

see alternatives

Table of Contents

Morningstar Advisor Workstation - 2025 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

What is Morningstar Advisor Workstation?

Morningstar Advisor Workstation is a web-based investment management platform designed to help businesses create portfolios, generate hypothetical illustrations, and streamline communication with clients. The application allows specialists to analyze the costs and benefits of investments in the client’s portfolio.

Morningstar Advisor Workstation provides interest scorecards, which allows investors to compare clients' financial plans and advisory services with their current investment plans. Supervisors can use the research module to search for specific investments based on name or ticketer, analyze them using graphs, and create custom views to quickly access details from the database. It also lets asset and wealth managers create asset allocation summaries along with the expenses associated with each investment.

Morningstar Advisor Workstation integrates with several third-party applications such as eMoney, Albridge, MoneyGuidePro, Skience, Wealthscape, RedTail, and more. The software enables managers to assess target risk indexes based on clients’ risk tolerance rates, analyze collected information, and generate sales reports in PDF format.

Starting from

No pricing info

Alternatives with better value for money

Morningstar Advisor Workstation's key features

Most critical features, based on insights from Morningstar Advisor Workstation users:

Data Import/Export

3.5

(2)

Investments Tracking

4.0

(2)

Mobile Access

0.0

(0)

Performance Metrics

3.0

(1)

Fund Management

5.0

(1)

Financial Management

5.0

(1)

All Morningstar Advisor Workstation features

Features rating:

4.5

(2)

Activity Dashboard

(0)

Alerts/Notifications

(0)

API

(0)

Client Management

4.0

(1)

Client Portal

4.0

(1)

Financial Analysis

(0)

For Investment Advisors

(0)

Portfolio Management

(0)

Real-Time Data

4.0

(1)

Morningstar Advisor Workstation alternatives

Morningstar Advisor Workstation

5.0

(2)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.0

Customer Support

4.0

First Rate Vantage

4.9

(18)

visit website

Starting from

3000

Per year

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.8

Customer Support

4.9

MRI Property Management

4.3

(88)

visit website

Starting from

5000

Free trial

Free version

Ease of Use

4.1

Features

4.1

Value for Money

3.9

Customer Support

4.2

Sharesight

3.5

(2)

visit website

Starting from

Free trial

Free version

Ease of Use

3.0

Features

3.5

Value for Money

4.0

Customer Support

5.0

Morningstar Advisor Workstation integrations (8)

Top integrations

Salesforce Sales Cloud

Morningstar Advisor Workstation support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Morningstar Advisor Workstation reviews

Overall rating

5.0

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.5/10

Rating distribution

Morningstar Advisor Workstation FAQs

Q. Who are the typical users of Morningstar Advisor Workstation?

Morningstar Advisor Workstation has the following typical customers:
Freelancers, Mid Size Business, Small Business

These products have better value for money

Q. What languages does Morningstar Advisor Workstation support?

Morningstar Advisor Workstation supports the following languages:
English

Q. Does Morningstar Advisor Workstation support mobile devices?

Morningstar Advisor Workstation supports the following devices:
Android, iPad

Q. Does Morningstar Advisor Workstation offer an API?

Yes, Morningstar Advisor Workstation has an API available for use.

Q. What other apps does Morningstar Advisor Workstation integrate with?

Morningstar Advisor Workstation integrates with the following applications:
Salesforce Sales Cloud, Redtail CRM

Q. What level of support does Morningstar Advisor Workstation offer?

Morningstar Advisor Workstation offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

Investment Management