Morningstar Direct Advisory Suite (formerly Advisor Workstation) Features

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Contains data visualization tools specifically tailored to handle financial information

Ability to break down and plan multi-step processes

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Information, data and reports that are being tracked over time

Interact with data visualization elements, such as charts and graphs, to drill down into data

Visualize and measure the performance of portfolios

Initiate collection and analysis of known risks

Observe and track the demand, usage, progress or quality of a system, product, or user

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Use AI to generate content in the form of text, images, videos, etc.

Alter the layout and content of reports

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and assess the performance of investments

Track and document all activities across devices, networks, and other systems

A record of all activities within the system, including user access, changes made, etc.

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Track and report regulatory data to either internal management or external stakeholders

Used by financial advisors and money managers

Reallocation of assets to reflect changing investment goals or market conditions

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor capital allocation and asset prices over time

Monitor and track stocks across portfolios and watch lists,

View and track activity related to an individual, transaction, etc.

Provides varying estimates based on different scenarios

Establish measurable goals and objectives and track their progress over a specific period of time

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Create, design and manage workflows for repetitive tasks

Manage and track all trade operations.

Manage and handle financial assets as well as other investments.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Manage allocation and performance of financial assets

Manage contact details and communication with clients

Track collected or paid charges for services performed or access granted

Plan, manage, and track the financial activities of an individual or organization

Connects to external systems and applications as needed to complete team workflows.

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Contains collaborative functionality that allows permissioned users to share documents and insights.