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Ratings and Reviews 0 Ratings
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What is Morningstar Advisor Workstation?
Streamline your client accounts by implementing customized integrations that provide detailed reports, emphasizing the value you deliver to your clients. To illustrate the potential effects of your recommendations on a prospect's financial advancement, offer hypothetical sales scenarios that factor in aspects such as investments, withdrawals, reinvestment of dividends, taxes, and more. Ensure that your clients' goals are aligned with comprehensive strategies across the firm aimed at fulfilling their financial aspirations by employing investment models, lists, and proven methodologies. Furthermore, leverage Monte Carlo simulations to showcase the possible success of various tactics. With the help of Morningstar Goal Bridge, you can facilitate goal-oriented conversations with clients, effectively connecting their ambitions to a straightforward and impactful investment plan within a user-friendly and efficient workflow. This strategy not only boosts client engagement but also solidifies their trust in your expertise while paving the way for long-lasting relationships. By integrating these elements, you create a more personalized service that can adapt to the evolving needs of your clients.
What is Dividend Data?
Define your long-term investment goals and leverage our platform to effectively track your advancement. With a 30-day money-back guarantee, you can try our offerings without any financial commitment. Broaden your investing knowledge by exploring our free educational content available on YouTube. Utilize our advanced stock research tool to conduct thorough fundamental analysis, helping you assess your investments with precision. As you work toward fulfilling your financial ambitions, consistently monitor your investment performance. Achieving your financial dreams and securing financial independence is attainable. Establishing a strong base of high-quality dividend-paying stocks can significantly enhance your financial future. Seamlessly manage multiple portfolios in one place by either manually uploading your data or automatically linking your accounts from US brokerages. Perform detailed analysis on all your stocks while accurately logging shares purchased and those gained through dividend reinvestment plans (DRIPs). Determine your actual total returns from dividend reinvestment and automatically create forecasts for your annual dividend income, overall portfolio yield, yield on cost, and the advantages of reinvesting dividends. Furthermore, gain valuable insights into the dividend income and yield metrics for each stock in your portfolio, ensuring a well-rounded perspective on your investments. By harnessing these tools, you are not only tracking your progress but also equipping yourself with the knowledge to make savvy investment choices that pave the way for a thriving financial future, ultimately fostering both confidence and success in your investment journey.
Integrations Supported
MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney
Integrations Supported
MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$10 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Morningstar
Company Location
United States
Company Website
www.morningstar.com/products/advisor-workstation
Company Facts
Organization Name
Dividend Data
Date Founded
2020
Company Website
www.dividenddata.com