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Direct Advisory Suite – Financial Advisor Software

The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

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Build trust. Showcase value. Deliver elevated advice at scale.

Proven Advice

Direct Advisory Suite helps advisors clearly show the value of advice through FINRA-reviewed and client-friendly proposals and reports.

Regulatory Confidence

Regulations shift and evolve, and we can help your advisors serve their clients’ best interests and stay aligned to key regulatory requirements.

Firm Insights

Visualize advisor activity to spot trends, gain insights, and see the true scope of your business.

Powered by Morningstar Data

Empower your team to screen for investments across a range of categories, from traditional funds and ETFs to fixed income asset classes and structured products.

Direct Advisory Suite Use Cases

Direct Advisory Suite stands apart with time-saving experiences and capabilities that help advisors deliver trusted investment recommendations.

Investment Research

Whether your advisors are screening for investments or building portfolios, every step is backed by trusted insights, ratings, and research.

Investment Planning

Combine client profiling tools with our data and research to deliver investment plans that align to client profiles, values, and risk tolerance.

Portfolio Analytics

Compare portfolios across risk, performance, and exposure dimensions, making it easy to see different investment recommendations.

Client Reports

Build client trust with access to 15-plus FINRA-reviewed reports that bring investment decisions to life and prove the impact of your advice.

Direct Advisory Suite Features

Advisors can quickly build plans, organize their business, communicate with clients, and align their practice to current regulations.

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Enterprise Analytics

Get firmwide visibility with a suite of dashboards to see trends, insights, and the true scope of your business.

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Risk Profiling and Risk Scoring Tools

Match a client risk profile with recommendations to show the suitability of different investments for each investor.

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Financial Regulation and Compliance

Key compliance steps are woven into investment planning, proposal generation, and client reporting workflows to ensure great, compliant advice.

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Modern, User-Friendly Interface

Direct Advisory Suite combines the functionality of Advisor Workstation with an intuitive interface that can minimize repetitive tasks.

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FINRA-Reviewed Reports

Manage client expectations and emotions around complex investment decisions with FINRA-reviewed reports.

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Integrations That Drive Efficiency

Integrating with your tech stack, Direct Advisory Suite helps streamline your workflow and lets you focus on building deeper client relationships.

Insights

Webinar
60 min

Confident Conversations: Enhance Your Client Interactions with Morningstar Insights

Client Success Stories
03 min

How a Wealth Manager Builds Her Practice With Advisor Workstation

Research Paper
05 min

Measurement of Client Risk Tolerance

Webinar
30 min

How to Ensure Regulatory Compliance for Advisors Across Your Firm

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