Morningstar for Advisors 8.3.1

Morningstar, Inc. – Freeware – iOS
av 11 röster

Senaste versionen
8.3.1 Säkert att installera

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.

Översikt

Morningstar for Advisors är en Freeware programvara i den kategorin Företag utvecklats av Morningstar, Inc..

Den senaste versionen av Morningstar for Advisors är 8.3.1, släppt på 2024-05-31. Det lades ursprungligen till vår databas på 2024-05-31.

Morningstar for Advisors körs på följande operativsystem: iOS.

Användare av Morningstar for Advisors gav det betyget 4 av 5 stjärnor.

Screenshots (Klicka för större)

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