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Gain access to consolidated reports through Morningstar® Advisor Workstation, providing you with the latest Morningstar investment data, tools, and reports. Seamless integration with various custodians automatically aggregates current account data for an holistic view of your total portfolio. A mobile companion to the platform makes the Morningstar reports, ratings, and research available on your iPad® or smartphone.

 

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

 

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