Morningstar Advisor Workstation

Making Wall Street Accessible to Main Street

Empowering financial futures, one investment at a time.

Comprehensive Equity Tracking for Companies and Shareholders

Comprehensive platform for equity management and reporting with intuitive data tools, streamlining administration, ensuring compliance, and boosting productivity.

A real estate software that automates investment operations and improves investor experiences.

Centralized real estate investment management

Integrated Wealth Management

Enabling Investment Professionals to Seize Opportunities

Collective investment research. Comprehensive portfolio management. Real-time market updates.

Simplify your financial planning and management with our user-friendly, customizable platform designed for both advisors and clients.