The solution combines Morningstar's methodologies and data to help advisors deliver tailored plan recommendations based on risk preferences, values, and investment goals with the push of a button ...

iCapital's investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. The ...

Aubrey Paganelli and United Advisors America rely on Direct Advisory Suite (formerly Advisor Workstation) and Morningstar Direct to attract clients and grow their business. These tools weave ...

Brown brings more than two decades of experience building and scaling data platforms, modernizing legacy systems, and delivering technology-led and AI‑enabled products that support growth and ...