Morningstar for Advisors 8.3.1

Morningstar for Advisors 8.3.1

Morningstar, Inc. – Freeware – iOS
11 표 중
최신 버전:
8.3.1
설치 하는 안전
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.

개요

Morningstar for Advisors 범주 비즈니스 Morningstar, Inc.개발한에서 Freeware 소프트웨어입니다.

Morningstar for Advisors의 최신 버전은 2024-05-31에 발표 된 8.3.1. 처음 2024-05-31에 데이터베이스에 추가 되었습니다.

다음 운영 체제에서 실행 되는 Morningstar for Advisors: iOS.

Morningstar for Advisors 사용자 4 5 등급으로 평가 했다.

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