How United Advisors America Stays Ahead With Advisor Workstation and Direct

Michael Cooper attributes a lot of his success to Morningstar. He relies on Advisor Workstation and Morningstar Direct for investment research, fund ratings, risk profiling, and time horizon modeling. Using these products to complete a variety of tasks saves his business time and money without sacrificing the latest technology. 

Watch Michael’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.