Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

Morningstar Advisor Workstation

By Morningstar Inc.

22 W. Washington St.

Chicago, IL 60602


Services Offered

  • Financial planning

Contact for Additional Product Information

Sirisha Gorjala

Product Manager, Advisor Workstation



To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.