Tech review: Morningstar's Adviser Workstation

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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...

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