Product Update: Morningstar Advisor Workstation

Now Available: Morningstar Advisor Workstation Integration

The new Asset-Map + Morningstar Advisor Workstation integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations.

Easily Import Households

Our new, full-service integration gives users the ability to quickly search Morningstar Advisor Workstation clients and import available client and financial data into Asset-Map, reducing the need to rekey data and streamlining the process of adding and updating Asset-Map households.

View Risk Profiles + Scores

Users now have the ability to import Morningstar Risk Profiles and Scores to household members with associated data found in the client’s current profile on Morningstar Advisor Workstation.

The Asset-Map Report displays the Risk Profiles and Scores, and additional details are available in the instrument modal, with a link back to the source data within Morningstar Advisor Workstation.

---

Coming soon, users will be able to seamlessly share a copy of any previously generated Asset-Map Report directly to Morningstar Advisor Workstation for review, reference, or publishing at the click of a button.

Users of both platforms will also get the ability to launch the Asset-Map platform from within Morningstar Advisor Workstation Client Dashboard to arrive at a specific household Asset-Map Report, and then view the Asset-Map Report household visualization within the Morningstar Advisor Workstation platform.