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.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
INSIGHTS: