Morningstar for Advisors 8.3.1

Morningstar, Inc. – Freeware – iOS
uit 11 stemmen

Laatste versie
8.3.1 Veilig te installeren

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.

Overzicht

Morningstar for Advisors is Freeware software in de categorie Business ontwikkeld door Morningstar, Inc..

De nieuwste versie van Morningstar for Advisors is 8.3.1, uitgegeven op 31-05-2024. Het werd aanvankelijk toegevoegd aan onze database op 31-05-2024.

Morningstar for Advisors draait op de volgende operating systems: iOS.

Gebruikers van Morningstar for Advisors gaven het een beoordeling van 4 op 5 sterren.

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Laatste versie
8.3.1

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