Morningstar Adds OBSR Research and Consulting Solutions to Flagship Adviser Planning Tool

Morningstar has announced the addition of Old Broad Street Research (OBSR) research and consulting solutions to its flagship Adviser Planning tool, Morningstar Adviser Workstation.

The development offers Advisers a broadened investment research and RDR-ready business tool, through which they can build, analyse, and report on investment portfolios using both Morningstar and OBSR fund research and ratings, as well as bespoke fund panel and OBSR-prepared consulting solutions, where subscribed.

Geoff Balzano, Chief Executive Officer, Morningstar UK comments:

“At a day-to-day level, this enhancement to Morningstar Adviser Workstation offers a practical benefit to advisers as we integrate OBSR’s research and consulting expertise into our business. On one single platform, advisers now have access to one of the broadest sets of independent fund analysis available in the UK market, backed by a depth of data driven by Morningstar’s 25-year history in investment analysis.”