Morningstar Advisor Workstation vs. Origin

The ease of use and vast field of data available helps one make informed decisions on what to keep and what to replace. The historical views allows one to view the trend and help decide if the holding should be kept, replaced or closely monitored. Data all in one easy to read place!

Incentivized

• Amazing Comparisons
• Easy to read charts
• Diverse database

Incentivized

• Pink sheet items
• More sub-accounts for variable products
• Automated comparisons

Incentivized

Lack of AI

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

• Keep good holdings
• Unload the losers
• View potential replacements

Incentivized