Morningstar Advisor Workstation

Morningstar Advisor Workstation: Cadaret Grant Edition is a Web-based portfolio construction tool tailored for Cadaret Grant financial professionals. This special edition works in sync with AdvantageOne, so you can integrate real client data.

And because Morningstar is Web-based, investment performance is updated daily. There’s no need to buy subscriptions for multiple CDs and wait for download.

  • Build, analyze, and compare portfolios, and diagnose pitfalls.
  • Customize professional-quality charts and reports for each client.
  • Generate fact sheets reviewed by FINRA.
  • Begin constructing a portfolio, save your work, and ask an assistant to complete it later.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.