Última versión
8.3.1 Seguro para instalar
8.3.1 Seguro para instalar
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.
Resumen
Morningstar for Advisors es un software de Freeware en la categoría de Negocio desarrollado por Morningstar, Inc..
La última versión de Morningstar for Advisors es 8.3.1, aparecido en 31/05/2024. Inicialmente fue agregado a nuestra base de datos en 31/05/2024.
Morningstar for Advisors se ejecuta en los siguientes sistemas operativos: iOS.
Los usuarios de Morningstar for Advisors le dio una calificación de 4 fuera de 5 estrellas.
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