Adviser Products

Adviser Workstation (AWSOE)

Overview

Morningstar's Adviser Workstation is the complete office system for independent advisers. The new Adviser Workstation offers expanded research data (such as Offshore funds), more sophisticated planning tools (including monte carlo simulations and access to Morningstar model portfolios), complete portfolio accounting, client management tools, e-mail and calendar functions, batch reporting, and more.

For further information on our new downloadable Adviser Workstation (AWSOE), excel plugins, system requirements, training videos, tutorials and feature comparison (new version vs. old version) - click here

AWS Not Loading?

Click to download AWS troubleshooting guide

Note: this is only applicable for the applet version of AWS, not AWSOE.

Month End Performance Release Information

Useful Information For both AUS and NZ data, updated month-end performance returns will generally be released after 6 working days from the new month. This applies to both fund and equity data.

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