Morningstar is the Star Performer!
July 26, 2022
Morningstar is the Star Performer!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Morningstar Advisor Workstation
When we have new clients who either want to compare their portfolio with us over time, or are considering moving their investments over to us, Morningstar is amazing at showing how their money is doing, and how it’s doing better than their current risk tolerance, or how our investments are performing better. We also use this software to show clients who are nervous about investing, how their money could have performed if they had decided to invest, instead of keeping large amounts of money in cash.
- Amazing Comparisons
- Easy to read charts
- Diverse database
- Ease of use
- Data sync
- Bond Database can be lacking
- Charts
- Comparisons
- Portfolio Building
- Gets Clients to Move their money to us
- Let’s you track portfolio performance to a variety of benchmarks
- The historical data is great
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.
Do you think Morningstar Advisor Workstation delivers good value for the price?
Yes
Are you happy with Morningstar Advisor Workstation's feature set?
Yes
Did Morningstar Advisor Workstation live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Morningstar Advisor Workstation go as expected?
I wasn't involved with the implementation phase
Would you buy Morningstar Advisor Workstation again?
Yes