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Elevate Your LPL Experience with Morningstar
As a member of the home office, or an LPL advisor, you have exclusive access to a suite of powerful Morningstar tools designed to fuel the growth of your business.
Enabling you to stay focused on adding value and providing great advice
Empower Your Practice
Uncover new opportunities, monitor the outcomes of your decisions, and gain insights from a trusted source. Streamline collateral creation and distribution.
Get Cutting-Edge Capabilities
Build a library of model portfolios, benchmarks, and accounts. Customize feeds, analyze data, assess manager impact, and stress-test portfolios across various scenarios.
Harness Powerful Analytics
Get exclusive analytics to evaluate investment quality in client portfolios around the world.
Exclusive Content
AI within LPL’s Advisor Workstation Solutions
See how to access our digital research assistant MO within Advisor Workstation
Top Advisor Workflows
The premier workflow tailored for advisors' needs. Save time and enhance your efficiency with our advanced functionality.
Custom Advisor Workstation Pricing Sheet
Our custom pricing model for LPL advisors who utilize Advisor Workstation. See how we tailor our solution to fit every advisor’s needs and budget.
How We Integrate with ClientWorks
How Advisor Workstation uniquely integrates with LPL systems and tools.
Your LPL Coverage Team
Morningstar values our partnership and has dedicated resources specifically for LPL.
Advisor Workstation Client Success Story
See how this LPL custodied advisor utilizes Advisor Workstation and Morningstar as a partner to improve her practice and daily tasks.
Top Questions from LPL Advisors
The top questions from LPL advisors. Find answers to common inquiries and quickly resolve your issues.
What LPL Advisors are Saying
Taunya Villicana’s custodies with LPL Financial, and she manages her firm efficiently with platforms like Morningstar Advisor Workstation.
Morningstar has been an ally in building my practice, helping prospects and clients benefit from third-party, deep-dive research. I can translate that information in a relatable way.
Taunya Villicana, CEO, Aspirational Wealth Management, LPL Financial
Learn more about the products that can power your workflow.
Advisor Workstation
Advisor Workstation empowers great advice and helps drive success for advisory firms, advisors, and investors. From investment research to proposal creation to portfolio analysis.
Morningstar Direct
Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies.
Morningstar Intelligence Engine
The Morningstar Intelligence Engine utilizes OpenAI’s large language model, which processes questions and constructs responses to help you get the information you want, faster than ever.
Direct Web Services
The whole range of Morningstar Data is available to explore, analyze and now export with custom feed creation. Whether you use our data feeds or create your own, you can get the data you want, when you need it, in the format you need.
Unlock the Power of Integrated Coverage
If you think you know Morningstar, you may be surprised. Your clients rely on LPL for guidance in attaining their financial goals. Morningstar can help grow your practice and provide a leading experience.