iPad Screenshots

Description

Explore new possibilities in practice-building with Morningstar for Advisors, an award-winning mobile companion to Morningstar® Office℠ or Morningstar® Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easy-to-use visual interface to help advisors like you illustrate account details, explain investment results, and build lasting client relationships.

Morningstar® Office℠ users can access a summary of their practice with the Practice Dashboard. In this view, you get a holistic view of clients, total value of your book of business, top clients by market value, and much more.

Morningstar for Advisors requires your Morningstar® Office℠ or Morningstar® Advisor Workstation℠ access. If you are an Advisor Workstation℠ user who accesses via your firm portal, please use the same link to access this app on your iPad.


TOP FEATURES:
* Sync client account, portfolio, and investment information from Morningstar® Office℠ or Advisor Workstation℠.
* Monitor client holdings and portfolios.
* Analyze client information with Morningstar® Portfolio X-Ray®.
* Pull up Morningstar reports for client meetings outside the office.
* Get an overview of your practice with the Practice Dashboard (for Morningstar® Office℠ users only).
* Easy access to Morningstar's independent Analyst Reports and other proprietary data and ratings.
* Communicate trends with straightforward performance charts for stocks, mutual funds, exchange-traded funds, and closed-end funds.
* Monitor global market performance to keep track of industry developments
* View current quotes on thousands of securities


ABOUT MORNINGSTAR OFFICE
Independent financial advisors use the Morningstar® Office℠ practice-management system to streamline everything from investment research to portfolio accounting and performance reporting.


ABOUT MORNINGSTAR ADVISOR WORKSTATION
Available in customized versions for leading firms, Morningstar® Advisor Workstation℠ help advisors analyze client portfolios and create compelling reports in a few simple steps.


ABOUT MORNINGSTAR
Advisors like you turn to Morningstar for help building an efficient practice and moving clients toward their financial goals. We provide research, data, and tools to help you create great portfolios, make your practice more productive, communicate the value of your advice, and establish lifelong relationships with clients.


Privacy Policy:
https://gladmainnew.morningstar.com/WebHelp/Morningstar/Privacy_Policy.htm

Terms of Use:
https://gladmainnew.morningstar.com/WebHelp/Morningstar/Office_Edition_Subscription_and_Use_Agreement.htm

What’s New

Version 3.1.0

Technical enhancements.

Ratings and Reviews

2.5 out of 5
20 Ratings

20 Ratings

AlbuquerqueFan ,

Good start

I’ve been using the app for a few days, seems pretty good so far. Beautiful design throughout nearly all the app. One problem I’ve seen is that if you don’t set benchmarks for each client, a default will show up and may not make sense for the client/user. It’d be nice if this option could be turned off. Overall a nice addition to current Morningstar software, though.

BoulderUser ,

After all of these years, where is the mutual fund data?

After all of these years, where is the mutual fund data?

JD1068 ,

No mutual fund data???

No mutual fund data that I can see in the iPad app. Not acceptable.

Information

Seller
Morningstar, Inc.
Size
188.4 MB
Category
Finance
Compatibility

Requires iOS 11.0 or later. Compatible with iPad.

Languages

English, French

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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