
Morningstar Data+Analytics
How United Advisors America Stays Ahead With Advisor Workstation and Direct
Michael Cooper attributes a lot of his success to Morningstar. He relies on Advisor Workstation and Morningstar Direct for investment research, fund ratings, risk profiling, and time horizon modeling. Using these products to complete a variety of tasks saves his business time and money without sacrificing the latest technology.
Watch Michael’s success story below.