8.3.1 Safe to install
Empower Your Advisory Practice with Morningstar for Advisors
Morningstar for Advisors provides a robust suite of investment tools and analytics, enabling financial advisors to enhance client portfolios and streamline their workflow.
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
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.
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