Tech review: Morningstar's Adviser Workstation

clock

Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution

I can’t help but like Morningstar. It has the gloss and professionalism of a large US corporate but employs down to earth people that are easy to do business with. The Morningstar team’s proactivity makes it easy for consultants like AT8 to follow the development of their solutions and as we have seen considerable change over the last year we thought it was worth bringing our readers up to date on its Adviser Workstation solution. Adviser Workstation is one of the more comprehensive research and planning solutions on the market. It allows a depth of analysis that few other solutions prov...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

How smaller advice firms can make the most of AI

How smaller advice firms can make the most of AI

Hardy Michel and Alan Parr unpack the changing technological landscape

Professional Adviser
clock 28 August 2026 • 1 min read
Rethinking how adviser technology is priced

Rethinking how adviser technology is priced

'Per-user pricing isn't obsolete, but there should be an alternative'

Uday Nimmakayala
clock 28 August 2026 • 5 min read
Vanguard snaps up US wealthtech platform Altruist

Vanguard snaps up US wealthtech platform Altruist

Deal values Altruist at $4bn, reports suggest

Sophia Panayi
clock 27 August 2026 • 3 min read