Morningstar Advisor Workstation
Morningstar and 1st Global have partnered to bring you Advisor Workstation, Morningstar’s web-based investment planning platform. Featuring tools for investment research, portfolio analysis, and sales presentations, Advisor Workstation is indispensible to advisors offering fee-based advisory services. With an incredibly intuitive interface and quick FINRA-reviewed report generation, Advisor Workstation can make your daily tasks easier and help you work more efficiently.
Click here to get started with a free, 15-day trial today.