NEED TO BE OPTIMIZED FOR IPAD
This would be great if we could use this on an ipad
Morningstar for Advisors
Published by:
Morningstar
Description
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.
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• 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.
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Morningstar for Advisors FAQ
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Is Morningstar for Advisors free?
Yes, Morningstar for Advisors is completely free and it doesn't have any in-app purchases or subscriptions.
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Is Morningstar for Advisors legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
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How much does Morningstar for Advisors cost?
Morningstar for Advisors is free.
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What is Morningstar for Advisors revenue?
To get estimated revenue of Morningstar for Advisors app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
4 out of 5
11 ratings in United States
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Keywords
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App Info
- Category
- Finance
- Publisher
- Morningstar
- Languages
- English, French
- Recent release
- 8.4.0 (3 months ago )
- Released on
- Jan 31, 2018 (6 years ago )
- Also available in
- India, United States, Canada
- Last Updated
- 5 days ago
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