Q&A Details

Why did organic revenue growth in Q2 improve in Advisor Workstation as compared to the prior quarter?

August 25, 2026

Note that starting in Q2 25, Advisor Workstation includes revenue attributable to Direct Advisory Suite, but the quarterly supplemental decks prior to Q2 26 inadvertently excluded this impact.

Organic revenue improved in Q2 26 due to continued strength with enterprise clients, as well as additional revenue recognized through new partnerships and the transition of previous Morningstar Office users to Direct Advisory Suite.