Product Solutions for Institutions

With over 80 institutions and 70,000 of their affiliated advisors using our investment planning tools every day, Morningstar has established a leadership role in the enterprise wealth management systems marketplace.

Our portfolio of product/service options allows us to select a single best-fit tool or to combine products to meet your institution’s objectives and challenges.

Morningstar Advisor Workstation Enterprise Edition
Morningstar Advisor Workstation Enterprise Edition takes the power of Principia software, adds goal planning and asset allocation functionality, and delivers it all via the Web, including real-time data updates.

Morningstar Internet Tools
For institutions seeking a very focused tool to serve a specific task, Morningstar’s menu of licensed Internet Tools for Advisors may be the preferred route.

Morningstar Principia Select Alliance Program
Morningstar Principia is our CD-ROM-based solution that touts the industry’s most powerful investment database. The Principia Select Alliance Program provides qualifying institutions an opportunity to offer Principia to their affiliated representatives at discount prices.

Morningstar Advisor Media Services
From our foundation of success in the advisor channel, we have developed a variety of solutions and media to help you effectively deliver your marketing message to the financial advisor audience you want to reach.

Combine Products to Achieve a Perfect Fit For Your Firm
It’s not uncommon for a broker-dealer organization to offer a combination of Morningstar^® Principia^® and Morningstar^® Advisor Workstation^SM Enterprise Edition to serve the spectrum of advisor preferences within its network.

Similarly, many of our investment company clients choose a combination of Morningstar Internet Tools and Advisor Media Services to effectively promote their investment products to advisors via the Web.

From large investment companies and Wall Street firms, to regional banks and small broker dealers, we are able to help solve unique business problems through custom-configured solutions and our flexible service philosophy.

Whatever your needs, Morningstar will help craft a solution that’s right for you.