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  • FinTech
  • Practice Management

25 June 2025 | 2:30 PM - 2:55 PM

Meet Direct Advisory Suite: Revolutionizing Financial Advisory Services

Discover the next evolution of Advisor Workstation in this session. Explore new, intuitive workflows in Morningstar’s Direct Advisory Suite, and see how they stack up against current Advisor Workstation features. Learn about advanced analytics, stunning visuals, and tailored portfolio research.

Speakers

Customer Success Specialist, Direct Platform

Kyle Lalonde

Customer Success Specialist, Direct Platform
Morningstar