Morningstar Office (Advisor Workstation)

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Dec 27, 2009 10:19 pm

Anybody using this software on a mac?

Dec 28, 2009 8:31 am

I didn’t think that you could.

When I was talking to them, I couldn’t even see their demo since I needed microsoft software to view it.

Dec 28, 2009 9:22 am

Why not use the web-based version?

Dec 28, 2009 9:33 am

[quote=B24]Why not use the web-based version?[/quote]

What do you mean?  Advisor Workstation is a comprehensive software program that has account aggregation capabilities, performance reporting and a fee retrieval system.

Is there an online version of that?

Dec 28, 2009 10:49 am

I know the Enterprise Edition is web based, but that may not include some of the same functionality as the Office Edition.  Worth checking out.

Dec 28, 2009 10:54 am

[quote=B24]

I know the Enterprise Edition is web based, but that may not include some of the same functionality as the Office Edition.  Worth checking out.

[/quote]

When did they come out with this, or did the idiot sales girl(smoking hot - actually came into my office to demonstrate) not explain things to me correctly?
Dec 28, 2009 10:58 am

Don’t know.  Maybe it requires a minimum number of licenses (hence the “Enterprise” name), so she didn’t even offer it to you.

  Principia also has a web-based version (if he is just looking for the investment analysis tools).  I think this is what my firm gives us for free.  But he did specifically say Advisor Workstation, so I'm guessing he needs the full suite.
Dec 28, 2009 11:07 am

[quote=Moraen] [quote=B24]

I know the Enterprise Edition is web based, but that may not include some of the same functionality as the Office Edition.  Worth checking out.

[/quote]

When did they come out with this, or did the idiot sales girl(smoking hot - actually came into my office to demonstrate) not explain things to me correctly?
[/quote]   Was she Irish?  They do have a pretty sales force...
Dec 28, 2009 11:10 am

Melanie Herringdine - I don’t think she was Irish.

Dec 29, 2009 12:52 am

The morningstar office app is basically a java browser, so moving it over to a browser-native application like IE8 wouldn’t be hard, but right now it would need to be run with parallels or something, I assume.
The issue is that I spend too much time dealing with computer problems and everything is much more straightforward with a mac.

Jan 15, 2010 5:00 pm

Is anyone using this software period and if you are, what are the pros and cons? 

Jan 15, 2010 8:20 pm

I use it and love it. So do clients. Cheap, superior reporting to either Advent or Schwab PT. What’s not to love?

Jan 16, 2010 12:40 pm

Thanks for the info.  Do you use all of the modules (i.e. CRM, research, planning, etc.) or do you mix and match with other software?

Jan 16, 2010 6:57 pm

CRM is pretty limited. Planning is pretty miserable as well. We use it for making proposals, reports, statements, and billing. We use emoney for financial planning / asset allocation and have been through many, many CRMs in our short history as an RIA.