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Description

Effortlessly tap into, explore, and interact with innovative solutions that enhance both productivity and influence. Workspace serves as your primary resource for a wide array of information—ranging from extensive datasets and analytical tools to reliable news and various content types. It incorporates a cohesive developer environment that provides the flexibility to utilize and interpret data, as well as the ability to create and share customized applications, systems, and tools within an open community that fosters creativity and collaboration. Gain access to top-tier data analytics and solutions powered by AI and contributions from the community. We provide exceptional, curated resources across numerous asset classes, which include ESG-centric portfolio suggestions and alternative data insights. With its user-friendly, browser-like interface, Workspace simplifies the process of locating and analyzing the information you require, while also enabling you to track market trends across multiple screens. This seamless integration of tools and resources ensures that users can maximize their efficiency and effectiveness.

Description

Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft No 
Broadridge 15(c) Board Reporting No 
Claude for Financial Services No 
FA Solutions No 
HERE Enterprise Browser Yes 
Jupyter Notebook Yes 
Magnifi No 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Molecule No 
MoneyGuide No 
Nitrogen No 
Pontera No 
Python Yes 
RightCapital No 
SmartOffice No 
Wealth-Lab No 
bitsCrunch No 
cXchange No 

Integrations

AlternativeSoft Yes 
Broadridge 15(c) Board Reporting Yes 
Claude for Financial Services Yes 
FA Solutions Yes 
HERE Enterprise Browser No 
Jupyter Notebook No 
Magnifi Yes 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
Molecule Yes 
MoneyGuide Yes 
Nitrogen Yes 
Pontera Yes 
Python No 
RightCapital Yes 
SmartOffice Yes 
Wealth-Lab Yes 
bitsCrunch Yes 
cXchange Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

LSEG Data & Analytics

Country

United Kingdom

Website

www.lseg.com/en/data-analytics/products/workspace

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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