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
B24:

Why not use the web-based version?



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
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.



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
Moraen:
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.



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?

 
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.