MK

Marc-Alexandre K.

Enterprise (\> 1000 emp.)

6/17/2026

"Quick, Custom Security Comparisons That Make KYP Easy"

5/5

What do you like best about Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

The ability to quickly compare multiple securities with custom data points and fulfill KYP obligations. The search function is simple but such an upgrade from Workstation that we easily take it for granted but it has made everything so smooth and I hope future AI assistant integrations continue in that same vein of centralizing how we can leverage the full solution. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

Im still having some issues with the pdf import feature in Canada or having to adjust the securities it logged because they are wrong. Review collected by and hosted on G2.com.

What problems is Morningstar Direct Advisory Suite (formerly Advisor Workstation) solving and how is that benefiting you?

Its allowing our advisors to gain time and efficiency while also having better outputs. More time with clients while also having complete reports is amazing in regards to value, time, and risk management. Review collected by and hosted on G2.com.

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