You are using an outdated browser. Please upgrade your browser to improve your experience.
Morningstar for Advisors

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation

Morningstar for Advisors

by Morningstar, Inc.
Morningstar for Advisors
Morningstar for Advisors
Morningstar for Advisors

What is it about?

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.

Morningstar for Advisors

App Details

Version
8.4.0
Rating
(11)
Size
70Mb
Genre
Finance Business
Last updated
September 24, 2024
Release date
January 28, 2018
More info

App Screenshots

Morningstar for Advisors screenshot-0
Morningstar for Advisors screenshot-1
Morningstar for Advisors screenshot-2
Morningstar for Advisors screenshot-3
Morningstar for Advisors screenshot-4
Morningstar for Advisors screenshot-5
Morningstar for Advisors screenshot-6
Morningstar for Advisors screenshot-7
Morningstar for Advisors screenshot-8
Morningstar for Advisors screenshot-9

App Store Description

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.

• Capture and Crop With Ease
You can either capture images of client portfolios with a single page statement, or multiple pages of a statement at once. You can then crop the image to highlight the holdings.

• Create Portfolio Scenarios and Illustrate Decision Trade-Offs
Once you've captured the portfolio, you can designate the portfolio information to existing clients and households, or to a new prospect.
• Access Client Accounts on the Go View your personalized dashboard to view clients and households (including cumulative market value, top holdings, and top clients), so you can position new, relevant business to your clients quickly from your pocket.

• Increase advisor efficiency with relevant market insights Access the latest research, news, and videos from Morningstar's extensive content library, all from your smartphone. Search securities or clients for a fast, up-to-date picture of the market while out and about, so you can provide more value to your clients.
Download now to start optimizing your time and streamlining your business. Feedback welcome! Please contact AdvisorSupport@morningstar.com to get in touch.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.