Morningstar Advisor Workstation Alternatives (January 2026)

Morningstar Advisor Workstation

Advisor Workstation | Financial Advisor Tool | Morningstar

https://www.morningsta.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

3.3/5

356+ reviews

Reviewed on:

G2
Capterra
Trustradius
Softwareadvice
Trustpilot
Getapp
1.
RIA Practice and Portfolio Management Software | Morningstar
https://www.morningsta
.com/business/brands/wealth/products/morningstar-office/

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

2.
Morningstar Direct | Asset Management Platform | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/direct/

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

3.
PreciseFP | Financial Planning Software for Financial Advisors
https://precisef
.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

4.
YCharts - Financial Research and Proposal Platform
https://ychart
.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

5.
Envestnet | MoneyGuide - Financial Planning Software
https://www.moneyguidepr
.com/

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

6.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

7.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

8.
Financial Planning Software for Advisors | Equisoft/plan
https://www.equisof
.com/products/wealth-planning-plan/

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

9.
Investment Analysis & Sales Enablement Software | Equisoft/analyze
https://www.equisof
.com/products/analyze/

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.