Morningstar Solutions for Financial Advisors
Learn about Morningstar’s tools for financial advisors in our on-demand webinar featuring Darrin Thomas and Rajat Trehan, senior product managers for Morningstar.com, and Casey Macdonald, customer engagement manager for Morningstar Advisor Workstation.
In this webinar, you'll learn:
- Discover new ways to engage with clients and prospects
- Learn about the changes to Morningstar.com and how to organize around function.
- See the difference in tools available on Morningstar.com and in Morningstar Advisor Workstation.