How Mennenga Tax & Financial Generates Reports With Advisor Workstation
Cassandra Durenberger gets everything she needs for client management from one place: Morningstar. Her clients recognize and respect the Morningstar brand, which helps build trust in her as a financial advisor. She plans to generate reports with the Snapshot feature and looks forward to using Mo, the Morningstar AI chatbot, to gather insights and inform portfolio management.
Watch Cassandra’s success story below.
Everything advisors love about Advisor Workstation has been enhanced and reimagined: Direct Advisory Suite is a connected set of tools designed for proposal creation, investment research, and investment planning—helping advisors stay efficient, informed, and ahead of the curve.
