Morningstar Advisor Workstation Launches Investment Planning Experience To Deliver Holistic, Personalized Investment Plan Recommendations Based On Investor Goals & Preferences


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Morningstar, Inc., a leading provider of independent investment research, today announced the launch of the Investment Planning Experience, a new workflow within Morningstar Advisor WorkstationSM that empowers advisors to create comprehensive, personalized investment plan recommendations to clients. The Investment Planning Experience brings together Morningstar’s independent investment data, research, and ratings with investment planning capabilities to help drive successful investor outcomes.

“Advisors are increasingly facing pressure to differentiate themselves because clients today expect personalized investment recommendations. The Investment Planning Experience is an end-to-end solution that helps advisors create investment plans that are centered around the investor’s goals and values preferences,” said Vimal Vel, Morningstar’s head of enterprise advisor software. “The integration in the system provides advisors with one tool for goals, risk, research, and more, eliminating technological hurdles and bringing clear, digestible insights to investors.”

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The Investment Planning Experience operates as a central hub for personalized investment planning within Morningstar Advisor Workstation. The workflow surfaces different financial considerations – including risk tolerance, sustainability conviction, and goals – and enables advisors to optimize clients’ portfolios to reflect those preferences. These factors are then combined and optimized into investment plan recommendations that advisors can share with clients.

“The Investment Planning Experience considers the context of an investor’s full financial picture, which builds a deep level of engagement and trust between advisor and client,” said Vel. “As regulatory changes require all firms to demonstrate their advisors are acting on investor’s best interests, this robust and customizable solution clearly establishes an understanding of client preferences, whilst meeting all requirements.”

The Investment Planning Experience is now integrated and accessible to advisors and enterprises in Morningstar’s web-based platform for financial professionals, Morningstar Advisor Workstation.

TalkFintech Bureau
TalkFintech Bureau
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.


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