HomeReviews Analytical Software Morningstar Advisor Workstation
 

Morningstar Advisor Workstation

User rating
 
 4.0 (1)
November 25, 2010     Hits: 947    
 

Company Info

Company Name:
Data Last Updated:
  • November 24, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (866) 705-5551
Year Founded
  • 1991
Number of Employees:
  • 800

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 2,000

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:

Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.

Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.

User reviews

Average user rating from: 1 user(s)

To write a review please register or log in.
Overall rating: 
 
 4.0
Overall:
 
 4.0   (1)
Company:
 
 4.0   (1)
Usability:
 
 3.0   (1)
Performance:
 
 3.0   (1)
Reporting:
 
 5.0   (1)
Breadth of Data:
 
 5.0   (1)
Quality of Analysis:
 
 5.0   (1)
Additional Features:
 
 4.0   (1)
Pricing:
 
 4.0   (1)
Integrations:
 
 3.0   (1)
Security:
 
 4.0   (1)
Support:
 
 4.0   (1)
 
 

Morningstar Advisor Workstation

Overall rating: 
 
 4.0
Overall:
 
 4.0
Company:
 
 4.0
Usability:
 
 3.0
Performance:
 
 3.0
Reporting:
 
 5.0
Breadth of Data:
 
 5.0
Quality of Analysis:
 
 5.0
Additional Features:
 
 4.0
Pricing:
 
 4.0
Integrations:
 
 3.0
Security:
 
 4.0
Support:
 
 4.0
Was this review helpful to you?
Yes No
twhitehead Reviewed by twhitehead
January 07, 2011
Top 10 Reviewer
Comments (0)
View all my reviews
Report this review
 
0 of 0 people found the following review helpful

Advisor Workstation is much better than Principia in my opinion. No need to deal with CDs and everything is right online. We couldn't run without it.

User Review

Pros:
  • Advisor Workstation allows us to thoroughly screen every security we buy for a client. The reporting is of course, excellent.
Cons:
  • The site can be slow at times and navigating around is cumbersome as well.
Best For What Type of Firm:
  • Any