Morningstar Advisor Workstation Ratings (September 2025)
This page breaks down Morningstar Advisor Workstation ratings from all verified review sources to give you a clear, unbiased view of what real users think in September 2025.
We’ve aggregated the latest scores from all major platforms like Trustpilot, G2, Capterra and many more to help you understand Morningstar Advisor Workstation’s overall reputation. This data-driven overview will show you exactly how Morningstar Advisor Workstation is rated - including how it compares to competitors.
Morningstar Advisor Workstation's Overall Rating Summary
- Average Rating:3.3/5
- Total Reviews:356 reviews
- Sources:G2, Capterra, Trustradius, Softwareadvice, Trustpilot, Getapp
- Last updated:September 1, 2025
Morningstar Advisor Workstation Ratings by Source
| Platform | Rating | Reviews | Last Update |
|---|---|---|---|
 G2 | 4.1/5 | 225+ reviews | 04.05.25 |
 Capterra | 5/5 | 2+ reviews | 05.08.25 |
 Trustradius | 4/5 | 12+ reviews | 05.08.25 |
 Softwareadvice | 5/5 | 2+ reviews | 05.08.25 |
 Trustpilot | 1.6/5 | 113+ reviews | 05.08.25 |
 Getapp | 5/5 | 2+ reviews | 05.08.25 |
What is Morningstar Advisor Workstation?
Advisor Workstation empowers advisory firms with tools for investment research, proposal creation, and portfolio analysis, featuring capabilities like Enterprise Analytics, Risk Profiling and Risk Scoring Tools, and Goals-Based Investment Planning. It helps advisors stay compliant with regulatory requirements and provides client-friendly, FINRA-reviewed reports to showcase the value of advice. Powered by Morningstar Data, it supports investment screening across various categories and offers a companion app for streamlined client communication.
🤔 Morningstar Advisor Workstation vs Competitors: How Do Ratings Compare?
Check out Morningstar Advisor Workstation AlternativesFrequently Asked Questions
How many stars is Morningstar Advisor Workstation rated?
Morningstar Advisor Workstation has an average star rating of 3.3 out of 5 stars based on average of 356 reviews as of September 2025.
Where does the rating data come from?
The ratings are pulled from Morningstar Advisor Workstation public reviews pages on platforms: G2, Capterra, Trustradius, Softwareadvice, Trustpilot, Getapp. We update these ratings monthly to ensure they reflect the most current customer feedback.
How overall average rating for Morningstar Advisor Workstation is calculated?
The overall average rating is calculated by taking the weighted average of all ratings, using the total reviews count from each platform as the weight.