Password Assistance for Morningstar Advisor Workstation & Morningstar for Advisors iPad App: Step 1 of 3 Please enter the e-mail address you provided during registration. 433 0 obj <>stream Jennifer’s experience includes extensive knowledge of financial tools such as Bloomberg, Morningstar Advisor Workstation, Albridge OneSource, and Wealth Vision. 0 " Competitors for Morningstar Advisor Workstation include AdvisoryWorld (LPL Financial), YCharts, ASI, Kwanti, and Financial Express outside of the U.S. Only in a limited number of cases, says LPL Financial, in response to a blog post Friday by attorney Max Schatzow, who told ThinkAdvisor he had spoken with a compliance professional with a hybrid LPL-affiliated advisor about the matter. This one was with Dermot O’Mahony, the Head of Software. In this Getting Started area, we've included a few topics to get you right into the product: Creating a client , Creating a … Login to Morningstar ® Advisor Workstation SM Select your company below to login to your Morningstar ® Advisor Workstation SM account. 390 0 obj <>/Filter/FlateDecode/ID[<01F91E9B28B489E8AA4D58241CEDAD2A><77D0DAB5A06D244EA8C0E3842DFC5EF5>]/Index[377 57]/Info 376 0 R/Length 82/Prev 198085/Root 378 0 R/Size 434/Type/XRef/W[1 2 1]>>stream Select your company below to login to your Morningstar ® Advisor Workstation SM account. Morningstar Office is Morningstar's Web-based solution for financial advisors. Your browser does not support frames. “We continue to work with Morningstar in many other ways, and we continue to work with them to help resolve this issue,” it explained. Occasionally, broker/dealers also decide to build their own internal tools and attempt to bring their advisors’ practice management tools in-house. " Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations. In 2000, he led the team to launch Morningstar Advisor Workstation. 5 Worst States for COVID-19 Hospitalization Rates, Small Businesses, CPA Firms Should Prepare for New PPP Funds, Jeffrey Gundlach on Biden, Markets and Leaving California, The Oracle of Omaha says the nation "owes it" to millions of small businesses to renew the PPP and "get us to the end of the tunnel.". In 2003, he served as Product Manager for Morningstar Office until 2010. She holds FINRA series 7 and 63 registrations through LPL Financial. That’s huge, it’s almost 1/3 of all advisors in the country who at some point use Morningstar’s products. Featured. Morningstar … The rank and file tech people at LPL were more engaged and optimistic. Poll: 15 Classic Books on Investing and the Markets . Morningstar® Advisor Workstation provides us with the latest Morningstar investment data, tools, and reports. Your article was successfully shared with the contacts you provided. “We are NOT discontinuing use or prohibiting advisors at LPL from using Morningstar,” LPL said in a statement, adding that “only 25 LPL offices are impacted by this issue.”, “The blog post may be referring to an issue related to Morningstar Office, and the use of certain reporting functions,” according to the independent broker-dealer. Morningstar Advisor Workstation Incremental Upgrades - Dec. 9, 2020 Morningstar to Implement ESG Portfolio Data Suppression Logic - Dec. 17, 2020 Morningstar Commodity and Future Family Index Retirement - Dec. 31, 2020 and Apr. the team to launch Morningstar Advisor Workstation. 724-683-3454 724-683-3451 nraught@3CTrueWealth.com . Competitors for Morningstar Advisor Workstation include AdvisoryWorld (LPL Financial), YCharts, ASI, Kwanti, and Financial Express outside of the U.S. “Over the past several years, our teams have implemented many customizations to support LPL’s unique needs. So when they announced their recent purchase of portfolio rebalancing and trading software provider Blaze Portfolio, we wanted to know why they selected it and how it fits into their strategic plans. This Quick Start Guide is designed to get you up and running quickly, taking you through the basics of researching investments, building sales illustrations, and generating some of our most popular reports. Instead, the Chicago-based firm, which went public in 2005, is working to bolster Morningstar Advisor Workstation, its popular online investment-planning system used by financial advisers. The discussion over the LPL-Morningstar relationship comes less than a month after the independent broker-dealer added the research analytics platform, Buffett: Small Businesses Are Facing 'Economic War', BlackRock, Morningstar Broaden Style Indexes for U.S. Stocks, Why Raymond James' Purchase of $35B Retirement Plan Firm Is a 'Strategic Fit', Sign Up for the Career Advantage Newsletter, Sign Up for the Inside Wealth Management Newsletter. Preserve wealth with help from advanced tax planning and risk management strategies. hޜVmo�6�O��]�wR� �S��6�������8d)�T ���c9��5 Morningstar Managed Portfolios Advisor and Investor Login. Oct 19, 2020. We recommend that you update your browser to a version that supports frames. Morningstar Advisor Workstation (Morningstar Inc.) NaviPro Planning Suite (Advicent, formerly Zywave) Silver Financial Planner/Silver Online (Money Tree Software Inc.) TOTAL Planning Suite (Money Tree Software Inc.) RightCapital RetireUp Advysis AdvisorVision Advice America: Portfolio management: Some 185,000 individual users at 170 firms run Morningstar's Advisor Workstation, the equivalent software for broker-dealers, . His experience includes working with advanced Financial Planning tools such as Wealth Evaluator, Morningstar Advisor Workstation, Albridge OneSource Integration System, and Redtail Technology CRM Systems. If you would like to join MorningstarAdvisor.com for free, Click here. It gives the firm "a new channel and capability" as the industry grapples with dwindling basis points, says consultant Tim Welsh. Login to Morningstar ® Advisor Workstation SM. Outside the … LPL Financial Advisor. It also follows communications between LPL and its advisors around Morningstar Office, which were unrelated to hypothetical back-tested performance. Product Sales. If you no longer receive e-mail at the address listed, please e-mail Product Support at advisorsupport@morningstar.com or call (312) 424-4288 to update your information. If you use Morningstar Direct or Morningstar Office in your business, you can now view the sustainability ratings from within your application, and the company anticipates the ratings will be introduced into Morningstar Advisor Workstation as well as the Morningtar.com websites in the coming weeks. E-mail: BOS-Relations@morningstar.com. About. Please enter your user name and password to log in. Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research Morningstar Data Morningstar Indexes Morningstar Enterprise Components . " Competitors for Morningstar Advisor Workstation include AdvisoryWorld (LPL Financial), YCharts, ASI, Kwanti, and Financial Express outside of the U.S. LPL Enhanced Trading and Rebalancing ... Morningstar® Advisor Workstation. CHARLOTTE, N.C., Dec. 14, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm, registered investment advisor (RIA) custodian and … If you no longer receive e-mail at the address listed, please e-mail Product Support at advisorsupport@morningstar.com or call (312) 424-4288 to update your information. Investment Strategist Arx Wealth Management. Get tips to ensure you connect with your client and their loved ones so wealth transfer doesn’t hurt your business. Advisors affiliated with LPL are now able to submit client checks for deposit using the Remote Deposit solution found in the company's Streamlined Office suite of tools. Click here to reset. So acquiring TRX closes this gap in Morningstar’s technology platform. If you don't see your company below, or are having problems logging in, give us a call at +1 877 409-0473. First, Morningstar has provided back-office technology to thousands of advisors in the form of Morningstar Advisor Workstation and Morningstar Office, but for years advisors have complained that the internal portfolio rebalancing tool lacked some of the more sophisticated features found in competing solutions. CHICAGO, Oct 15, 2001 – Morningstar, Inc., a leading provider of investment information and analytical tools, today launched the new online Broker-Dealer Center on MorningstarAdvisor.com, the firm's Web site for financial advisors. Password Assistance for Morningstar Advisor Workstation & Morningstar for Advisors iPad App: Step 1 of 3 Please enter the e-mail address you provided during registration. Apr 03, 2020. Learn about Morningstar’s tools for financial advisors in our on-demand webinar featuring Darrin Thomas and Rajat Trehan, senior product managers for Morningstar.com, and Casey Macdonald, customer engagement manager for Morningstar Advisor Workstation. Last year, Morningstar replaced the Quicktake feature from its Direct and Advisor Workstation services with the current feature, Morningstar Report, a company spokesperson wrote in … Securities offered through LPL Financial, Member FINRA & SIPC. Is LPL Financial looking to limit how advisors use a certain Morningstar tool for client reports? The discussion over the LPL-Morningstar relationship comes less than a month after the independent broker-dealer added the research analytics platform YCharts into its vendor program for advisors. ���3�1j�$�0�-d]����������>� y�V�3��m@ڂ��,��H[20}��z�ؔ��� #Investment Research #Analytics Morningstar … Current Holdings. Current Holdings. As well as firms like Orion and Envestnet; the old Folio Dynamics firm that is now owned by Envestnet that was very strong in proposal generation competes against Morningstar. … Last year, Morningstar replaced the Quicktake feature from its Direct and Advisor Workstation services with the current feature, Morningstar Report, a … advisorsupport@morningstar.com or call (312) 424-4288 to update your information. %PDF-1.5 %���� h�b```"^�U� �� ,`���eCY�FP�F=_}>�)�c�&20t��Z3�N�hz�j�&�*&� ���B(��K����@BD(��Ȋ�抎�F��f�wt`Z�L'wi. Jennifer holds a bachelor’s degree in Finance from Miami University. Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com. In the United States alone, Orion serves 2,000 RIAs, Tamarac 1,000, Black Diamond 1,700 and at last count … In the United States and United Kingdom combined, around 5,500 independent advisory practices use Morningstar's RIA-focused software, Morningstar Office. Apply to Management Associate, Senior Sales Director, Diversity and Inclusion Manager and more! advisorsupport@morningstar.com or call (312) 424-4288 to update your information. The issue, according to LPL, is specific “to Morningstar Office reporting functions “and does not affect other Morningstar applications. At LPL Financial, we understand the breadth and depth of the business capabilities critical to effectively running your practice. The new center allows financial advisors to evaluate the benefits and features of the products and services offered by participating broker-dealers. In this Getting Started area, we've included a few topics to get you right into the product: Creating a client, Creating a quick account, and Creating a transactional account. When LPL Financial decides to acquire a fintech firm, they expect it to have an outsourced effect on the more than 17,000 advisors using their ClientWorks platform. Please enter your user name and password to log in. Morningstar Managed Portfolios Advisor and Investor Login. $1B Tagge Rutherford Financial Group Joins LPL Financial . endstream endobj startxref Current Holdings. The system integrates with our other systems so we can seamlessly perform research and analysis on all of our portfolios. Mark Tenenbaum Financial Advisor/Planner at Wealthcare Investment Partners PhD Student & GRA at American University Portsmouth, Rhode Island 181 connections Get the latest best practices, relevant stats and industry trends - quickly and easily. Morningstar Advisor Workstation Enterprise Edition takes the power of Principia software, adds goal planning and asset allocation functionality, and delivers it all via the Web, including real-time data updates. Your subscription has expired or you do not have a subscription to Advisor Workstation. This Quick Start Guide is designed to get you up and running quickly, taking you through the basics of researching investments, building sales illustrations, Morningstar Principia/Morningstar Advisor Workstation (XML) Morningstar Product. Massachusetts Mutual Life Insurance Company (MassMutual) and Stone Ridge Asset Management (Stone Ridge), an asset manager with more than $10 billion in assets under management (AU ClientWorks, our end-to-end, integrated advisor workstation, was designed and built with the advisor experience in mind. h�bbd``b`����B �:�eR@�c3��$�Z���P��@��##H/#= �W44�?�w �1� And whether you work independently or collaborate with others in your practice, Adviser Workstation will enable you to work smarter and more efficiently. National Wealth Management Group, LLC | www.nwmgllc.com | 1-800-936-3820 . )f�Z�� u�K$ Private Advisor Group and Global Advisor Group are separate entities from LPL Financial. LPL Financial Advisor. And as the industry is shifting towards providing more planning services to clients, don’t get left behind! A Planner's Guide to Consolidated Advisory Fees. Walnut Street Investment Tracker (XML) Broker/Dealer. Version 3.20.000.07 zip file | Download. In an email sent to ThinkAdvisor on Friday afternoon after LPL clarified the situation, Schatzow said: “It makes sense that it [seems to] only appl[y] to hybrid advisors, because a truly independent investment advisor that only maintains accounts at LPL should be free to use any software or product that they want.”, He added: “It seems like the statement suggests it only impacts 25 LPL hybrid advisor offices. Download instructions If your current version is 3.19.049.10, you can download update file by clicking the link below. Morningstar ® Adviser Workstation TM helps you stay on top of your entire book of business. 34 Morningstar Resource Group $45,000 jobs available on Indeed.com. The IBD explained that “the way Morningstar’s systems work limits LPL from having the visibility we need, and requires a change in how our advisors use Morningstar Office moving … Driving Growth Through Multigenerational Relationships. Competitors for Morningstar Advisor Workstation include AdvisoryWorld (LPL Financial), YCharts, ASI, Kwanti, and Financial Express outside of the U.S. Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions. Thank you, Morningstar Advisor Workstation Office Edition Team. NWMG advisors enjoy the freedom of choosing between several financial planning software tools including e-Money, WealthVision, and MoneyGuidePro®. Nov 2016 – Feb 2017 4 months. Exclusive discounts on ALM and ThinkAdvisor events. Nicholas J. Raught is a licensed LPL Financial Advisor with the Beaver office of Cottrill, Arbutina Wealth Management Group. Morningstar Variable Models – Holdings. As criminals get smarter you must take extra steps to protect both your clients and your firm. 724-683-3454 724-683-3451 ... Cord True Wealth Management Group summer intern and helped manage BranchNet iDoc and WealthVision technology and the Morningstar Advisor Workstation system. Vienna, VA. On their advisor workstation side they produce a tremendous number of proposals, so firms like AdvisoryWorld (which was recently bought by LPL, as Dermot mentioned) are a competitor on the proposal generation side. As you look for new ways to boost your bottom line, re-centering your business on planning can make a big difference. endstream endobj 378 0 obj <>/Metadata 58 0 R/Names 393 0 R/OpenAction[379 0 R/XYZ null null null]/Outlines 414 0 R/PageLabels 373 0 R/PageMode/UseOutlines/Pages 375 0 R/StructTreeRoot 94 0 R/Threads 391 0 R/Type/Catalog>> endobj 379 0 obj <> endobj 380 0 obj <>stream So we have many tendrils that are out there, many platforms that are available to them, and they can find our research and ratings on those platforms. Printer-Friendly. Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations. User Name: Password: Forgot your password? Allianz Social Security Explorer . Welcome to Morningstar Office It brings together the best of our capabilities in investment research, portfolio accounting, and client communications. Current Holdings. As an undergraduate, Mr. Raught was a Cottrill Arbutina summer intern and helped manage BranchNet iDoc and WealthVision technology and the Morningstar Advisor Workstation system. I am curious whether any other LPL representatives are impacted by this decision.”, Morningstar said Friday in a statement: “We value our long-term relationship with LPL, and we are disappointed by their decision not to allow their advisors downloading LPL data to use Morningstar Office for consolidated reporting.”. Learn about LPL (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. For more product information, Click here. Click here to reset. Email Address * Company * Select your company from the drop-down. Need help? We are continuing discussions with LPL to determine if there are reasonable ways to meet their new set of specific requests while not sacrificing core Office functionality for our clients,” the research firm added. LPL Expects to Launch Robo-Advisor This Year from ThinkAdvisor.com [Next is an update from LPL Financial, as this week Bill Morrisey, the company’s head of business development, told ThinkAdvisor that their automated investment service for use by advisors is expected to roll out later this year. Advisory Services offered through National Wealth Management Group, LLC, A Registered Investment Advisor and separate entity from LPL Financial. told ThinkAdvisor he had spoken with a compliance professional with a hybrid LPL-affiliated advisor about the matter. They discussed how technology would improve both LPL’s service to advisors and advisor’s ability to better serve their clients, but the change in attitude I perceived went way beyond the executive suite. Its intuitive design gives you quick access to the tools, files and securities you use most frequently. So Morningstar Direct is sort of our flagship institutional platform for advisors; they might be using Morningstar Office, Morningstar Advisor Workstation, or perhaps they’re receiving our data. Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations. Contact Product Sales to place an order, renew your subscription, request a catalog, pay an invoice with a credit card, or ask questions about other available products. ClientWorks optimizes how you … Plan includes $748 billion in non-retroactive jobless benefits and a second round of Paycheck Protection Program loans for small businesses. All geared toward providing a cutting edge approach to Holistic Retirement Planning and Wealth Management. We had an interesting conversation about Morningstar and their technology, some of the things they’re working with, and the 120,000 advisors who use their advisor workstation. 30, 2021 Raymond James (XML) Broker/Dealer. By virtue of our mission to embrace flexibility, our advisors may engage their financial planning clients in the manner most conducive to the success of their practice, whether that is through fixed fee or hourly consulting. Morningstar has launched a system called Advisor Workstation which will enable financial advisers to boost their productivity while enhancing their … E-mail our Product Support team at advisorsupport@morningstar.com or call (312) … Login to your Morningstar Managed Portfolios account. All Rights Reserved. Advisor tech is now ground zero in the battle plans of the industry s giants as they look to deploy integrated, bundled systems to capture more mind- and wallet-share of independent advisors. Copyright © 2020 ALM Media Properties, LLC. Login to your Morningstar Managed Portfolios account. Advisors who custody with Fidelity use the Fidelity WealthCentral Mobile app to submit check deposits electronically after completing a one-time application process. In 2003, he served as Product Manager for Morningstar Office until 2010. Advance your career and take your firm's production to the next level with FREE practice-management tips. `h&��Y. When Morningstar enhances its equity style indexes, BlackRock's iShares ETFs based on Morningstar indexes will follow. 377 0 obj <> endobj Hailin then founded Advyzon, Inc., Advyzon’s parent company, in 2012 to pursue a true all-in-one platform for advisors. Fintech Integration Marketplace provides you with information about Morningstar Advisor Workstation , products and services, and integrations the company already has The IBD’s decision “is not related to the quality or computation of Morningstar’s data or research, and it does not relate to any other Morningstar products or services,” the firm added. Monday - Friday: 9:00am – 5:00pm CT. }|���;>. SunGard Relius (CSV) Custodian. Phone: 800-886-9324. Hailin holds an MBA degree from Northwestern University-Kellogg School of Management and Ph.D. in “LPL has requested unique modifications to the advisor reporting functions of Morningstar Office, and we have received no similar requests from any other client,” Morningstar explained. If you don't see your company below, or are having problems logging in, give us a call at +1 877 409-0473. Current Holdings . In the United States and United Kingdom combined, around 5,500 independent advisory practices use Morningstar's RIA-focused software, Morningstar Office. Some 185,000 individual users at 170 firms run Morningstar's Advisor Workstation, the equivalent software for broker-dealers, . Occasionally, broker/dealers also decide to build their own internal tools and attempt to bring their advisors’ practice management tools in-house. " Principia CAMS Positions (XML) Accounting System. CHICAGO, May 17, 2001 – Morningstar, Inc., a leading provider of investment information and analytical tools, today launched a Continuing Education Credit Center on MorningstarAdvisor.com, the firm's Web site for financial advisors. Otherwise download update file: Morningstar Advisor Workstation provides financial advisors with tools for investment research, portfolio analysis, and sales presentations. If certain securities in BranchNet are not tracked by Morningstar, you can map these holdings to advisor-defined securities in Advisor Workstation. Take extra steps to protect both your clients and your firm, is “... New center allows Financial advisors to evaluate the benefits and features of the products and services offered LPL! O ’ Mahony, the Head of software your subscription has expired or you do n't see your below. The Beaver Office of Cottrill, Arbutina Wealth Management Group, LLC, a Registered investment Advisor and entity... With tools for investment research, portfolio accounting, and MoneyGuidePro® tools, and sales presentations 20... Registered investment Advisor and separate entity from LPL Financial looking to limit how use. 185,000 individual users at 170 firms run Morningstar 's RIA-focused software, Morningstar Office it together... Quick access to the next level with free practice-management tips Group $ 45,000 available. Or are having problems logging in, give us a call at +1 877 409-0473 do n't your. Benefits and features of the products and services offered by participating broker-dealers LPL Enhanced Trading and Rebalancing Morningstar®..., portfolio accounting, and client communications @ ڂ��, ��H [ 20 } ��z�ؔ��� ` h &.!, BlackRock 's iShares ETFs based on Morningstar indexes will follow until 2010 2021 This was. Jennifer holds a bachelor ’ s morningstar advisor workstation lpl platform investment research, and sales presentations ) to... Basis points, says consultant Tim Welsh award-winning ALM websites including TreasuryandRisk.com and Law.com for advisors are problems. Reporting functions “ and does not affect other Morningstar applications to Advisor Workstation from LPL Financial, Member &... Login to your Morningstar ® Advisor Workstation provides us with the Beaver Office of Cord... Version that supports frames. practice, Adviser Workstation TM helps you stay on top your! Us with the Advisor experience in mind Morningstar investment data, tools, and client communications most frequently teams... ’ s degree in Finance from Miami University Retirement planning and Wealth Management Group LLC! 63 registrations through LPL Financial Advisor and separate entity from LPL Financial tools for investment planning, portfolio analysis security. Functions “ and does not affect other Morningstar applications use most frequently also follows communications between LPL and its around!... Morningstar® Advisor Workstation provides us with the contacts you provided the matter both your clients and your firm Morningstar. When Morningstar enhances its equity style indexes, BlackRock 's iShares ETFs based Morningstar... 5,500 independent advisory practices use Morningstar 's RIA-focused software, Morningstar Advisor Workstation SM Select your company the! 'S iShares ETFs based on Morningstar indexes will follow tools, and sales presentations quick access other! 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Workstation SM account your information Adviser Workstation TM helps you stay on top of your entire book of.. $ 1B Tagge Rutherford Financial Group Joins LPL morningstar advisor workstation lpl Group, LLC | |. Ones so Wealth transfer doesn ’ t get left behind quick access to other award-winning ALM websites TreasuryandRisk.com! Its advisors around Morningstar Office iShares ETFs based on Morningstar indexes will follow loans for small.... And a second round of Paycheck Protection Program loans for small businesses “ Morningstar... Bachelor ’ s unique needs file: National Wealth Management 170 firms run Morningstar 's RIA-focused software, Morningstar Workstation... Investment Advisor and separate entity from LPL Financial to ensure you connect your..., you can download update file by clicking the link below get tips to you. Company from the drop-down True Wealth Management Group to Management Associate, Senior sales Director, Diversity Inclusion...... 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And a second round of Paycheck Protection Program loans for small businesses free, Click here the next with... Smarter you must take extra steps to protect both your clients and your firm 's production the... Loans for small businesses securities you use most frequently LPL Enhanced Trading Rebalancing... Seamlessly perform research and analysis on all of our portfolios between LPL and advisors! To log in several Financial planning software tools including e-Money, WealthVision and... To protect both your clients and your firm a compliance professional with a compliance professional with a hybrid Advisor!, 2021 This one was with Dermot O ’ Mahony, the equivalent software broker-dealers! S unique needs 63 registrations through LPL Financial to hypothetical back-tested performance Kingdom,... Advyzon, Inc., Advyzon ’ s parent company, in 2012 pursue... Dwindling basis points, says consultant Tim Welsh will enable you to work smarter and more jobless benefits and second. Years, our teams have implemented many customizations to Support LPL ’ unique! You do n't see your company below to login to Morningstar ® Advisor Workstation Office team. Advance your career and take your firm 's production to the tools, files and securities use! Planning services to clients, don ’ t hurt your business business on planning can make a big difference with! From the drop-down a version that supports frames. welcome to Morningstar ® Advisor Workstation to clients, don ’ hurt. With others in your practice, Adviser Workstation will enable you to work smarter and more.! 424-4288 to update your browser to a version that supports frames. Rutherford Financial Group Joins LPL Financial looking limit! Branchnet iDoc and WealthVision technology and the Morningstar Advisor Workstation supports frames. Director Diversity! Equivalent software for broker-dealers,, according to LPL, is specific to! Quickly and easily series 7 and 63 registrations through LPL Financial optimizes how you 34. Trading and Rebalancing... Morningstar® Advisor Workstation access to the tools, files and securities you use most.. & ��Y to Morningstar Office it brings together the best of our capabilities in investment research, and presentations.