Koyfin vs. Morningstar Advisor Workstation

If you want to feel more secure than you imagine to invest in the stock market or EFTs then Koyfin will more than pay for itself immediately. Well suited for all investors.

Incentivized

If a client is shy about investing or wants portfolio comparisons, Morningstar really hits the mark. Being able to show real-time data is great for putting a client's mind at ease. The downside to this product is, that if a client isn’t as financially literate, it takes some explaining to show them what’s going on, and they can get lost in all of the data.

Incentivized

• Graphs that are simple but detailed
• Helpful watchlists to keep you aware and prompt
• Snapshots for quick checkins

Incentivized

• Amazing Comparisons
• Easy to read charts
• Diverse database

Incentivized

• Easier to review statements
• Lower prices for more premium packages
• Monthly should be weekly trend emails

Incentivized

• Ease of use
• Data sync
• Bond Database can be lacking

Incentivized

Koyfin swims alongside the competition with competitive pricing and your results will speak for themselves. Built by Wall St Traders. Koyfin has elevated my ROI tenfold and allows me to trade in a high Rick environment with lower risk.

Incentivized

In terms of diversity, Morningstar is the best on the market. The way they display data, and since many financial institutions use this software, it is easy to show clients how their money is doing outside of our institution. Also allows us to show portentously clients in-depth comparisons of different investment strategies.

Incentivized

• Positive ROI - percentage of success rate
• Increased ROI- allowing me to invest more
• Expanded my base ROI
• Stock knowledge expanded

Incentivized

• Gets Clients to Move their money to us
• Let’s you track portfolio performance to a variety of benchmarks
• The historical data is great

Incentivized