Morningstar Direct Advisory Suite (formerly Advisor Workstation) Pricing Overview

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Morningstar Direct Advisory Suite (formerly Advisor Workstation) has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Morningstar Direct Advisory Suite (formerly Advisor Workstation) to obtain current pricing.

Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

9 months

Average Discount

Perceived Cost

$$$$$

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Morningstar Direct Advisory... Pricing Reviews

(2)

B. Ashley M.

LPL Financial Advisor

Small-Business (50 or fewer emp.)

3/6/2025

"Workstation Review"

5/5

What do you like best about Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

The most helpful is the ease in which I can pull together investment information. The research is exactly what I need as an advisor. I think it provides good information with proposals as well. It is a good piece of my value add to customers. I use it often. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

I think some of the setting up of proposals can be clunky at times. I don't like how I cannot print a summary for a client and I have to do each account. Review collected by and hosted on G2.com.

Donald P.

Branch Manager, Financial Consultant

Small-Business (50 or fewer emp.)

3/10/2025

"Hard to Cancel -- Read Fine Print"

1/5

What do you like best about Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

Customer Support.

Integration -- Link to my client data base at Raymond James.

Number of Features. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

You do NOT take "Information Ratio" into account within your metrics.

Not very intuitive to use. Review collected by and hosted on G2.com.

What problems is Morningstar Direct Advisory Suite (formerly Advisor Workstation) solving and how is that benefiting you?

I have not used MorningStar in over one year.

I tried to cancel my service -- but was denied.

Below is a sample of cancellation terms by Adobe Software,

"cancelation terms" that are quite common within the industry:

[ Your renewal notice

Your annual subscription will renew automatically on 10-April-2025 (PT). The renewal details are outlined below.

You will be charged US$155.88 (plus applicable taxes) annually. Your subscription will automatically renew annually until you cancel (price subject to change).

Cancel anytime via Adobe Account or Customer Support. ]

Although you bill me monthly, the annual terms of your agreement

that are buried in the fine print of your "terms" only allow for cancellation

right before the renewal date -- very bad for your business!!!! Review collected by and hosted on G2.com.