Morningstar for Advisors 8.3.1
Free Version
Publisher 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.
Feb 8, 2024
Version 8.3.1
Technical Enhancements and Bug Fixes
About Morningstar for Advisors
Morningstar for Advisors is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Morningstar for Advisors is Morningstar, Inc.. The latest version released by its developer is 8.3.1.
To install Morningstar for Advisors on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-02-08 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Morningstar for Advisors as malware if the download link is broken.
How to install Morningstar for Advisors on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Morningstar for Advisors is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Morningstar for Advisors is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
