Morningstar Direct Advisory Suite (formerly Advisor Workstation) Features

Contains data visualization tools specifically tailored to handle financial information

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes