A new layout and design make the menu even easier to use.

Learn about the upgraded menu in Morningstar Office Cloud.

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. 

Read about some upcoming user experience enhancements to the web-based editions of Direct and Office

Summer is here, the weather is heating up and what is hotter the Morningstar Model Marketplace?

The latest enhancements to Morningstar's Risk Model.

Read Morningstar’s response to the Envestnet | Tamarac purchase of PortfolioCenter.

Two weeks ago, Joel Bruckenstein (Technology Tools for Today—T3) and Bob Veres (Inside Information) released their 2019 Software Survey. In its third year, the survey reveals the preferences of more than 5,000 advisors as it relates to the tools they’re using and their overall satisfaction with these software products. Read on to find out what they had to say about Morningstar.

As we move into 2019, our focus on making Office Cloud a great platform to work in is even stronger, especially when it comes to making the platform faster and more efficient to the way you work.

Check out the latest developments and hear and about our plans for 2019. 

As 2018 fades away in our collective rear-view mirrors, we wanted to take a minute to reflect on what shaped up to be a very busy, and productive, year.

There's nothing quite like New York City at the holidays, so it was my pleasure to join our team and our customers at the final Morningstar thought leadership forum of 2018. If you weren't able to attend, @Lakman summarized the key take-aways here. We covered everything from asset management to advisor trends, ESG/Sustainability and dug into some serious math with our quant and product team leaders for our Global Risk Model. Still as a relative newbie (I've been with Morningstar 18 months), this was my first Forum in which I was presenting. Here were my aha moments.

Looking for more info on the Sustainability Ratings methodology changes happening this month?

The Sustainability team had a very busy summer and is excited about several new developments that help round out the ESG workflow for our Direct Cloud users.

You can now calculate a Morningstar Sustainability Rating for a model portfolio, client account, or proposal.

Did you know that you can now bill new clients immediately, rather than waiting for next billing cycle?

Learn about upcoming changes to the Morningstar Sustainability Rating

Learn how to create custom Performance Reports with peer analytics, in the new Morningstar Direct Cloud Editions!

Take a look at what's coming next for our Wealth Management users! 

It’s been three months since the launch of Morningstar Office Cloud and we continue to roll out new capabilities and enhancements - read on to learn what’s new in Office Cloud!