Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.
N/A
Pricing
Morningstar Advisor Workstation
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
Morningstar Advisor Workstation
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup Fee
No setup fee
Additional Details
—
More Pricing Information
Community Pulse
Morningstar Advisor Workstation
Considered Both Products
Morningstar Advisor Workstation
Verified User
Manager
Chose Morningstar Advisor Workstation
In terms of diversity, Morningstar is the best on the market. The way they display data, and since many financial institutions use this software, it is easy to show clients how their money is doing outside of our institution. Also allows us to show portentously clients in-depth …
If a client is shy about investing or wants portfolio comparisons, Morningstar really hits the mark. Being able to show real-time data is great for putting a client's mind at ease. The downside to this product is, that if a client isn’t as financially literate, it takes some explaining to show them what’s going on, and they can get lost in all of the data.
In terms of diversity, Morningstar is the best on the market. The way they display data, and since many financial institutions use this software, it is easy to show clients how their money is doing outside of our institution. Also allows us to show portentously clients in-depth comparisons of different investment strategies.