Morningstar Platforms for Delivering Research to Advisers
Delivering Consultancy Solutions
Institutions can make model portfolios and other Morningstar OBSR research available to networks of advisers through proprietary portals, our strategic partners or a range of delivery options such as Morningstar® Adviser Workstation™ Office Edition, Morningstar OBSR Selector and Morningstar Integrated Web Tools™. We work with institutions to address their individual business needs and determine the best way to distribute our solutions.
Morningstar OBSR Selector
This web-based tool taps into Morningstar OBSR research to help advisers select suitable investments for a client’s attitude to risk and make sound, supported recommendations.
Learn more about how Morningstar OBSR Selector helps advisers serve their clients
Morningstar® Adviser Workstation™ Office Edition
This powerful software platform provides advisers with a suite of tools and data to help them build a repeatable investment process based on independent research.
Learn how Adviser Workstation streamlines critical tasks
Morningstar® Integrated Web Tools™
These online components fit seamlessly within investment websites, supporting investment research, portfolio analysis, report generation, and more. Institutions choose the research, data and tools they wish to provide.
Learn about the full range of customisation options available