G2

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/27/2026

"Customizable Market View and Easy Access to Morningstar Articles"

4/5

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

Like having the markets on opening page and being able to adjust what I see. Also having access to recent articles within morningstar. Would be nice if they were updated daily. Slightly confused on whether the goal is to completeky use the MDA versus AWS moving forward. Main need is for due diligence and KYP, but starting to get more familiar with creating clients and portfolios. The AI feature to submit current portfolio holdings from statements is neat but regularly freezes. Also a pain that you cannt adjust dollar value as the unit amounts are not always availble or the most recent information. More quick information on where this is going and its uses would be great. Review collected by and hosted on G2.com.

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

Not enough known as to what the main function is. Where to find everything. I have looked if due diligence reports are accessible on this page and have not come across it. It is slick but lots of time spent frozen when trying to adjust client portfolios 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?

Easier set up of portfolios for clients - but only when we have very recent statements to input. Again, having the option to make more changes via dollar amounts of a portfolio in this function (and submit CAD) would be beneficial in my practice. Review collected by and hosted on G2.com.