"Morningstar has been excellent at listening to their clients and making meaningful improvements to user experience, workflows, and the ability to offer customizeable and digital reporting. These improvements and new functionality will cement DAS as the go-to tool for investment analysis and client planning."

"Advisor workstation has so many features but the ones I use most are the hypothetical illustrations to review prospects portfolios and the portfolio reports to generate reports for current client. The hypothetical & portfolio reports give you so much data in a clear and concise format that is easy to present to clients."

"The X-Ray tool is especially helpful for seeing what clients actually own across all their accounts and spotting any gaps or overlap. It also gives access to independent research and ratings that add credibility when showing clients why a recommendation makes sense."

"Morningstar is an extremely helpful tool when I need to research details about an investment and it's availability. I use Morningstar frequently, almost on a daily basis. The product has been very user friendly and easy to use."

"Statement analysis within Integrations is a big time saver and very useful to analyzing client statements if the holdings are available."

"The new customizable report sections are helpful. I also think that the most important update is the ability to import holdings saving time in a higher equity concentrated world of investing as opposed to the old mutual fund allocation strategies."