Morningstar Direct Advisory Suite

Morningstar Direct Advisory Suite, the next evolution of Advisor Workstation, is a connected suite of tools spanning proposal creation, investment research, and portfolio analytics. With an easy-to-use interface and client-friendly reports, advisors can confidently deliver personalized advice, drive investor success, and make risk conversations clear and impactful. Direct Advisory Suite is powered by Morningstar’s unparalleled data and analytics, bringing clarity to portfolio decisions, risk trade-offs, and investment recommendations.

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