Solutions for Investment Professionals Clearing through Pershing, LLC

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Sign up for a free, 15 day trial. Click the following link or call 866-431-3965.


Advisor Workstation
Customized. Integrated. Exclusive.

Morningstar Advisor Workstation Enterprise Edition provides you with web-based client presentation, portfolio analysis, and investment research tools. You can efficiently analyze investments and portfolios to give recommendations using reports and information that your clients can understand.

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Advisor Workstation: Tools > Morningstar Advisor Workstation


Analyst Research Center: Markets and Research > Equity Center > Morningstar Analyst Research Center


Analytics: Tools > Morningstar Advisor Workstation


Annuity Analyzer: Tools > Morningstar Annuity Analyzer


Morningstar X-Ray: Accounts > Single Account > Holdings > Morningstar X-Ray


Portfolio Builder: Tools > Portfolio Builder

Event

Morningstar Advisor Workstation Wells Fargo Edition Live Web Cast

Wednesday, August 13 at 3:00 PM CST

Morningstar will be hosting complimentary web casts for Wells Fargo advisors eager to learn more about their customized Advisor Workstation Edition. Led by Morningstar Relationship Manager Patrick Cooney, the web casts will show how to use Workstation to conduct investment research, construct and monitor portfolios, create presentations and reports, and generate hypothetical investment illustrations. After attending a one hour session, you’ll be able to see how Advisor Workstation can benefit your practice.

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Free Trial of Advisor Workstation Enterprise Editionclose

Sign up for a free, 15 day trial. Click the following button or call 866-431-3965.

If you have already signed up for a trial or are a current subscriber of a Morningstar product, please access via the Login link in the upper right hand corner of the homepage.

Free Trial of Morningstar Solutions for Pershingclose

Advisor Workstation: All-inclusive investment planning platform featuring integration with NetX360.


Analyst Research Center: In-depth stock and mutual fund analyst reports, investing ideas, and videos.


If you have already signed up for a trial or currently subscribe to a Morningstar product, please access your solution(s) through NetX360. If you are interested in Morningstar Analytics or Portfolio X-Ray, please sign up for a trial of Advisor Workstation, as these components are included within. If you are interested in Portfolio Builder or Annuity Analyzer, please e-mail glimberis@pershing.com.

Advisor Workstation for LPL

Portfolio Builder for LPL