Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs. Planr

Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing client relationships. By combining advanced investment research, personalized planning tools, and seamless integrations, the suite simplifies operations, enhances client engagement, and supports informed decision-making.

Planr is a portfolio monitoring and intelligence platform built for private equity firms, operating partners, finance teams, and portfolio company leadership teams. Private equity firms often have the same core problem: portfolio data is spread across spreadsheets, ERP systems, CRM systems, board decks, PDFs, management reports, finance packs, and individual analyst models. The result is slow reporting, inconsistent metrics, manual consolidation work, and limited visibility into what is happening across the portfolio between reporting cycles.