Morningstar® Advisor WorkstationSM supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Advisors can navigate seamlessly from Veo to Morningstar Advisor Workstation with single sign-on.
Morningstar® OfficeSM is a single, all-inclusive platform designed to support the core aspects of an advisor's practice. It features portfolio management and performance reporting, research capabilities, and investment planning integrated with Morningstar analytics.
View real-time Veo transactions within the Morningstar Office reconciliation blotter
Send management fee data to Veo