How Northstar Wealth Partners Builds Trust With Advisor Workstation

Robert Laraia has been using Morningstar products for decades. As investment planning and asset management became larger pieces of his business, his reliance on the Morningstar brand grew. Clients immediately recognize Morningstar’s reputation for independent analysis and data. He uses the comparative analysis and modeling features within Advisor Workstation on a daily basis to show his clients where they stand in relation to where they’re trying to go. 

Watch Robert’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.