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

global.morningstar.com/advisorworkstation


Services Offered

  • Financial planning

Contact for Additional Product Information

Sirisha Gorjala

Product Manager, Advisor Workstation

312-696-6399

sirisha.gorjala@morningstar.com

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