最新版本
8.3.1 安全安裝
8.3.1 安全安裝
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.
概述
Morningstar for Advisors 是在由Morningstar, Inc.開發類別 Business Freeware 軟體。
最新版本是 Morningstar for Advisors 的 8.3.1 2024/05/31 上釋放。 它最初被添加到我們的資料庫 2024/05/31 上。
Morningstar for Advisors 在下列作業系統上運行: iOS。
使用者 Morningstar for Advisors 4 個 5 星的評分,給了它。
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