Long-time reader, first-time blogger here. My name is Peter Franco, and I’m the Senior Product Manager for Morningstar Advisor Workstation. I realize recent changes to Morningstar.com have raised questions among some professional financial advisors that are members of Morningstar Premium. I can appreciate how difficult it might be when daily routines are changed.
That said, I wanted to make you aware of what Morningstar® Advisor WorkstationSM offers to over 185,000 financial advisors globally. In short, we built Morningstar Advisor Workstation specifically for registered representatives with the intent to deliver independent research, high-quality investment data and portfolio analytics, and “point of sale” reporting capabilities that are compliant (e.g. FINRA reviewed reports), easy to understand, and ultimately help financial advisors communicate the value of their investment advice. From a FINRA compliance standpoint, it’s important to note that while Morningstar Premium was built specifically for individual investors, Morningstar Advisor Workstation was built for professional financial advisors like you.