Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.
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Morningstar Advisor Workstation
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Morningstar Advisor Workstation
Free Trial
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Free/Freemium Version
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Premium Consulting/Integration Services
No
Entry-level Setup Fee
No setup fee
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Morningstar Advisor Workstation
Considered Both Products
Morningstar Advisor Workstation
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Chose Morningstar Advisor Workstation
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 …