Innovative Software.
Morningstar Advisor Workstation, our Web-based solution can be customized for Berthel Fisher, bringing together the best of our capabilities in investment research, sales and planning tools, client communications, and portfolio analytics. The result is an online front-office system that works in conjunction with your back-office systems.

We call it a workstation because it gives you all the tools you need to conduct fundamental investment research, create sophisticated client reports and presentations, and grow a business. All of your core daily tasks, in a single Web-based application, designed to help you work smarter and more effectively.

Timely Information.
Because it is Web-based, you’ll always be working with the most up-to-date information and data. Use it in the office, at home, or when traveling—wherever you can access the Internet.

Modular Structure.
The Enterprise Edition's functions are smartly organized within modules that reflect the way you do business:  Research, Planning, Clients & Portfolios and Sales/Hypotheticals.  This logical structure creates an efficient, convenient working platform.