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Morningstar Advisor Workstationmorningstar.comMorningstar Direct Advisory Suite is a connected financial advisor software platform that spans proposal creation, investment research, and investment planning to help advisors deliver elevated, scalable advice. It enables FINRA‑reviewed client reports, regulatory-compliant workflows, and investment screening across asset classes, supported by risk profiling, portfolio analytics, and client‑facing reports. It also provides enterprise analytics, private market data and investment workflows, and integrations to streamline advisor workflows and demonstrate value to clients.
MorningstarMorningstar Advisor WorkstationParse Score
