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

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

 

OTHER PRACTICE AREAS: