Morningstar’s Model Marketplace, is a centralised distribution platform that allows advisors to research, compare and manage investment portfolios (includes initiating a variety of trade instructions such as rebalancing model portfolios).

Morningstar Advisor Workstation is a comprehensive fund research and portfolio modelling system providing detailed analysis on over 200,000 funds across all share classes.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

 

OTHER PRACTICE AREAS: