Morningstar Launches Independent Advisor Offering

June 2, 2004 ( - Morningstar Inc. has come out with a new Web-based office platform for independent financial advisors.

Advisor Workstation Office Edition contains capabilities for investment analysis, asset allocation and investment planning, portfolio construction, contact management, and client reporting.   The display of Office Edition allows advisors to see a snapshot of their entire practice, highlighting:

  • client and prospect information;
  • assets under management;
  • top securities;
  • alerts;
  • appointments.

Additionally, financial advisors can access the “core areas” of the platform from the homepage – Practice, Research, and Reports.

Financial advisors can register for a free 14-day trial, view an online demonstration, or find more information at