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Choosing Between Morningstar Principia and Advisor Workstation RBC Correspondent Services Edition   Which is right for you? If you are wondering how the Advisor Workstation differs from Principia, please see this side-by-side comparison

Portfolio Construction    Learn how Advisor Workstation can help you build new portfolios, while also giving you tools to compare new and existing portfolios

View an Online Demo   This short demonstration will give you a high level overview of Workstation. A great place to start for Workstation beginners

New Separate Account Report  Learn how to use the new Morningstar Separate Account Comprehensive Report.

Product Update   Access the latest release information

 
RBC Correspondent Services and Morningstar are Proud to Bring You The Morningstar® Advisor Workstation RBC Correspondent Editions
An Exclusive Alliance.
Introducing access to two custom Editions of Advisor Workstation, exclusively offered through RBC Correspondent Services, giving you access to powerful research, sales, diagnostic, reporting and portfolio tools.

A Trusted Name.
Millions of investors count on the independent and reliable data from Morningstar. It lends instant credibility to your presentations, and positions you as an expert with your clients.

A Research and Analytics Powerhouse.
Let Morningstar help take your research to the next level with one of the industry's most robust investment databases and corresponding reporting tools.  Allow Morningstar reports to transform data into easy-to-understand insight.  Rely on Morningstar tools to communicate complex concepts simply and clearly to your clients. Count on Morningstar' experience with report design and software development, backed with more than 15 years of feedback from advisors.  Frequently make use of proprietary Morningstar methodologies such as our Star Rating™ and Style Box™.