June 25, 2025 | 2:30 PM - 2:55 PM

Meet Direct Advisory Suite: Revolutionizing Financial Advisory Services

Discover the next evolution of Advisor Workstation in this session. Explore new, intuitive workflows in Morningstar’s Direct Advisory Suite, and see how they stack up against current Advisor Workstation features. Learn about advanced analytics, stunning visuals, and tailored portfolio research.

Meet Direct Advisory Suite here and find support here.

  • FinTech
  • Practice Management

Speakers

Image of Kyle Lalonde

Kyle Lalonde

Morningstar

Customer Success Specialist, Direct Platform