Morningstar Adviser Workstation

Extensive. Efficient. Advisor-focused.
Web-based client management and research.

The Morningstar Adviser Workstation provides advisers with asset allocation, portfolio analysis, and investment research tools. Use these tools to build your approved product list, automatically monitor client portfolios, and create professional yet easy-to-understand client reports and presentations.

Assign a target asset allocation by selecting from one of Morningstar's preset models, talking your client through a risk tolerance questionnaire, or walking through a goals-based approach.