AdvisorEngine vs. Morningstar Advisor Workstation
AdvisorEngine vs. Morningstar Advisor Workstation
Product | Rating | Most Used By | Product Summary | Starting Price |
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AdvisorEngine | N/A | AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine integrates with various technologies and financial services CRMs such as the company's own Junxure, as well as Redtail, Salesforce, and other tools. | N/A | |
Morningstar Advisor Workstation | N/A | Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application. | N/A |
AdvisorEngine | Morningstar Advisor Workstation | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
AdvisorEngine | Morningstar Advisor Workstation | |
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Likelihood to Recommend | - (0 ratings) | 10.0 (1 ratings) |
AdvisorEngine | Morningstar Advisor Workstation | |
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Likelihood to Recommend | AdvisorEngine No answers on this topic | Morningstar |
Pros | AdvisorEngine No answers on this topic | Morningstar |
Cons | AdvisorEngine No answers on this topic | Morningstar |
Alternatives Considered | AdvisorEngine No answers on this topic | Morningstar |
Return on Investment | AdvisorEngine No answers on this topic | Morningstar |
ScreenShots |