Morningstar advisor workstation debuts investment planning experience to deliver holistic, personalized investment plan recommendations based on investor goals and preferences

The solution combines morningstar's methodologies and data to help advisors deliver tailored plan recommendations based on risk preferences, values, and investment goals with the push of a button chicago , jan. 26, 2023 /prnewswire/ -- morningstar, inc. (nasdaq: morn), 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.
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