Morningstar for Advisors℠ 4.1.0
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Free Version
Publisher Description
US - Explore new possibilities in practice-building with Morningstar for Advisors, an award-winning mobile companion to Morningstar® Office℠ or Morningstar® Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easy-to-use visual interface to help advisors like you illustrate account details, explain investment results, and build lasting client relationships.
Morningstar® Office℠ users can access a summary of their practice with the Practice Dashboard. In this view, you get a holistic view of clients, total value of your book of business, top clients by market value, and much more.
Morningstar for Advisors requires your Morningstar® Office℠ or Morningstar® Advisor Workstation℠ access. If you are an Advisor Workstation℠ user who accesses via your firm portal, please use the same link to access this app on your iPad.
TOP FEATURES:
* Sync client account, portfolio, and investment information from Morningstar® Office℠ or Advisor Workstation℠.
* Monitor client holdings and portfolios.
* Analyze client information with Morningstar® Portfolio X-Ray®.
* Pull up Morningstar reports for client meetings outside the office.
* Get an overview of your practice with the Practice Dashboard (for Morningstar® Office℠ users only).
* Easy access to Morningstar's independent Analyst Reports and other proprietary data and ratings.
* Communicate trends with straightforward performance charts for stocks, mutual funds, exchange-traded funds, and closed-end funds.
* Monitor global market performance to keep track of industry developments
* View current quotes on thousands of securities
ABOUT MORNINGSTAR OFFICE
Independent financial advisors use the Morningstar® Office℠ practice-management system to streamline everything from investment research to portfolio accounting and performance reporting.
ABOUT MORNINGSTAR ADVISOR WORKSTATION
Available in customized versions for leading firms, Morningstar® Advisor Workstation℠ help advisors analyze client portfolios and create compelling reports in a few simple steps.
ABOUT MORNINGSTAR
Advisors like you turn to Morningstar for help building an efficient practice and moving clients toward their financial goals. We provide research, data, and tools to help you create great portfolios, make your practice more productive, communicate the value of your advice, and establish lifelong relationships with clients.
Privacy Policy:
https://gladmainnew.morningstar.com/WebHelp/Morningstar/Privacy_Policy.htm
Terms of Use:
https://gladmainnew.morningstar.com/WebHelp/Morningstar/Office_Edition_Subscription_and_Use_Agreement.htm
Nov 30, 2021 Version 4.1.0
Technical Enhancements
About Morningstar for Advisors℠
Morningstar for Advisors℠ is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Morningstar for Advisors℠ is Morningstar, Inc.. The latest version released by its developer is 4.1.0.
To install Morningstar for Advisors℠ on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2021-11-30 and was downloaded 29 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Morningstar for Advisors℠ as malware if the download link is broken.
How to install Morningstar for Advisors℠ on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Morningstar for Advisors℠ is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Morningstar for Advisors℠ is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
