Morningstar, Inc., a provider of independent investment research, has received the Award for Best Online IFA Tool for its web-based software platform Morningstar Adviser WorkstationTM.
The Award shortlisted by a panel of industry experts and voted on by Independent Financial Advisers – recognises Morningstar Adviser WorkstationTM as the front-office system most favoured by Independent Financial Advisers.
The Award is great feedback for everyone at Morningstar whose daily concern is to make great tools for financial advisers, says Geoff Balzano, CEO at Morningstar UK. Morningstar Adviser WorkstationTM is one of our flagship products and we remain committed to ensuring its role as a tool of choice, with our current focus on integrations for the year ahead.
Morningstar Adviser WorkstationTM is a Web-based proprietary research, portfolio management, and planning tool that enables financial planners to calculate, benchmark, and present client fund and portfolio performance. It provides quick and easy access to Morningstars breadth of UK market data and offers risk profiling questionnaires and asset allocation tools powered by Ibbotson Associates, as well as independent qualitative fund ratings and reports from Morningstar analysts.
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