Equity Services is pleased to announce a new Enterprise agreement with Morningstar to enhance the Morningstar Advisor Workstation offering. If you currently subscribe to Morningstar, you will receive a separate email giving you more details on what to expect during the transition.
Whether you have been using Morningstar for years or would like to learn more about it please join us for a webinar on August 23rd at 4pm EST. During the webinar we will talk a little more about the transition, do a quick overview, and demo the new features that will be available you.
Morningstar Advisor Workstation – New Enhancements Webinar
August 23, 2023 4:00 PM EST
Please register using this link.
Morningstar Advisor Workstation is a comprehensive investment management platform that can help you manage your advisory models, review prospect’s portfolios, and help you find the next great investment opportunity. The platform offers a wide range of features, including:
- Independent research and data: Morningstar is a leading provider of independent investment research and data, and this information is available to advisors through Advisor Workstation. This allows advisors to make informed investment decisions on behalf of their clients.
- Portfolio management tools: Advisor Workstation includes a variety of portfolio management tools, such as risk analysis, asset allocation, hypotheticals. These tools can help you build and manage portfolios that meet your clients’ individual needs.
In addition to these features, Morningstar Advisor Workstation is constantly updated with new functionality. This ensures that you have access to the latest tools and information you need to provide your clients with the best possible service.
If you are looking for a comprehensive investment management platform that can help you to manage your advisory business and grow your business, we encourage you to learn more about Morningstar Advisor Workstation.
If you would like to subscribe to Morningstar Advisor Workstation, please contact Thomas Lindsay at (224)236-4185 or thomas.lindsay@morningstar.com. You can also schedule an appointment directly using this link.
If you are an existing subscriber and would like to learn more about the new Plan or Engage solutions to see if those better suits your business needs. Please contact your account manager, Haley Ruch at Haley.Ruch@morningstar.com.
Contact your Account Manager, Haley Ruch at Haley.Ruch@morningstar.com.
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