Morningstar for Advisors 8.3.1

Morningstar for Advisors 8.3.1

Morningstar, Inc. – Freeware – iOS
out of 11 votes
Latest Version
8.3.1
Safe to install

Empower Your Advisory Practice with Morningstar for Advisors

Elena Angelini

Morningstar for Advisors provides a robust suite of investment tools and analytics, enabling financial advisors to enhance client portfolios and streamline their workflow.
image/svg+xml 2025 Editor's Rating
image/svg+xml VERY GOOD User Rating

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 [email protected] to get in touch.

Overview

Morningstar for Advisors is a Freeware software in the category Business developed by Morningstar, Inc..

The latest version of Morningstar for Advisors is 8.3.1, released on 05/31/2024. It was initially added to our database on 05/31/2024.

Morningstar for Advisors runs on the following operating systems: iOS.

Users of Morningstar for Advisors gave it a rating of 4 out of 5 stars.


Elena Angelini

Elena Angelini

I'm Elena, your go-to software reviewer at UpdateStar and tech enthusiast. Whether you're a user seeking the latest software titles or software news I've got you covered. When I'm not diving into the latest software, you can find me exploring nature trails, camping under the stars, or competing in online multiplayer games. My reviews are designed to be fun, engaging, and packed with all the details you need to make informed decisions.

Latest Reviews by Elena Angelini

Screenshots (Click to view larger)

Related products


BA II Plus™ Financial Calc

Master Your Finances with the BA II Plus™ Financial Calculator

BlackRock Institutional

Empowering Institutional Investors with Precision and Insight

EverSafe Fraud & ID Protection

Comprehensive Protection Against Fraud for Seniors

Financial Advisor Magazine

Financial Advisor Magazine is a professional publication specifically tailored for financial advisors. It is created by a team of highly experienced editors and publishers, ensuring the utmost quality in its content.

The Official David Lukas Show

The Official David Lukas Show App Listen to broadcast on demand Access bonus content not on the show including audio and other special downloads The David Lukas Show is an Arkansas-based talk radio show that airs locally on KARN …

Unio by Atria Wealth

Unio App: A Comprehensive Communication Solution for Financial Professionals The Unio App represents a significant advancement in how financial professionals engage with their clients.

Latest Updates


Eraser 6.2.2992

Securely delete sensitive files with Eraser by Heidi Computers Ltd.

FireAlpaca 2.13.13

FireAlpaca: A Versatile and User-Friendly Painting Tool

Windows Firewall Control 6.14.0.0

Enhance Your System's Security with Windows Firewall Control

Microsoft Edge 135.0.3179.54

A New Standard in Web Browsing

BDtoAVCHD 3.1.6

BDtoAVCHD: Effortlessly Convert Your Blu-rays to AVCHD

Cryptomator 1.15.2

Secure Your Cloud Storage with Cryptomator
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

My Town : Fashion Show Dressup My Town : Fashion Show Dressup
Unleash Your Inner Fashionista with My Town: Fashion Show Dressup!
Origin Bank Origin Bank
Streamlined Banking Experience with Origin Bank
Les Mills Releases Les Mills Releases
Boost Your Fitness Routine with Les Mills Releases
PDF Hero - PDF Editor & Reader PDF Hero - PDF Editor & Reader
PDF Hero: A Comprehensive PDF Editor with User-Friendly Features
Tape Measure light Tape Measure light
Precision Meets Convenience: Tape Measure Light by Marton Varga
TIYA TIYA
Connect with Friends and Family Effortlessly Using TIYA
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!