Morningstar Research has launched a complete upgrade of its research, portfolio analysis and investment planning software platform for financial advisors.
The new version of Morningstar Advisor Workstation incorporates a new user interface with more intuitive navigation, an improved home page and dozens of new features to enhance usability, allowing advisors to work smarter and manage their workflow more efficiently.
“To develop Advisor Workstation 2.0 in Canada, we listened to feedback from our customers and invested in significant technology upgrades to improve our software platform,” said Scott Mackenzie, president and chief executive officer of Morningstar Research Inc. “The new technology infrastructure allows us to deliver enhancements more efficiently and to align with the evolving business needs of advisors and better serve them and their clients.”
The new version allows users to work collaboratively with peers, whether they are in the same office or across the country. Any record or file in Advisor Workstation that can be saved can also be shared with colleagues who are registered users, and advisors can customize permissions to each user and file.
Advisor Workstation is still available on a modular platform that allows firms to configure to their specifications and the core capabilities of Advisor Workstation’s existing modules have not changed.