Morningstar Announces Deployment of Due Diligence Module at Canadian Firms
Morningstar's Advisor Workstation platform is a web-based investment planning platform containing capabilities for research, portfolio analysis, goal planning, sales presentations, and is used widely across the Canadian wealth management space.
- Morningstar's Advisor Workstation platform is a web-based investment planning platform containing capabilities for research, portfolio analysis, goal planning, sales presentations, and is used widely across the Canadian wealth management space.
- We are thrilled Canadian wealth management firms are taking advantage of this solution," said Scott Mackenzie, CEO of Morningstar Canada.
- The Due Diligence Module helps solve this by offering a scalable and efficient solution integrated into existing workflows and allows for documentation and metadata to be stored securely within a firm's compliance systems.
- Morningstar Research Inc. is a Canadian subsidiary of Chicago-based Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia.