NEED TO BE OPTIMIZED FOR IPAD
This would be great if we could use this on an ipad
Morningstar for Advisors
Veröffentlicht von:
Morningstar
Beschreibung
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.
Screenshots
Morningstar for Advisors Häufige Fragen
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Ist Morningstar for Advisors kostenlos?
Ja, Morningstar for Advisors ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.
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Ist Morningstar for Advisors seriös?
Nicht genügend Bewertungen, um eine zuverlässige Einschätzung vorzunehmen. Die App benötigt mehr Nutzerfeedback.
Danke für die Stimme -
Wie viel kostet Morningstar for Advisors?
Morningstar for Advisors ist kostenlos.
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Wie hoch ist der Umsatz von Morningstar for Advisors?
Um geschätzte Einnahmen der Morningstar for Advisors-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.
Benutzerbewertung
4 von 5
11 Bewertungen in Vereinigte Staaten
5 star
8
4 star
0
3 star
0
2 star
1
1 star
2
Bewertungsverlauf
Morningstar for Advisors Bewertungen
Store-Rankings
Ranking-Verlauf
App-Ranking-Verlauf noch nicht verfügbar
Kategorien-Rankings
App ist noch nicht gerankt
Schlüsselwörter
Morningstar for Advisors Konkurrenten
| Name | Downloads (30d) | Monatlicher Umsatz | Rezensionen | Bewertungen | Letzte Veröffentlichung | |
|---|---|---|---|---|---|---|
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100
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15
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29
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25
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14
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vor 1 Monat | |
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7
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vor 1 Jahr | |
FS Insight
Financial Research
|
View
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View
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16
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vor 6 Tagen |
Morningstar for Advisors Installationen
Letzte 30 Tage
Morningstar for Advisors Umsatz
Letzte 30 TageMorningstar for Advisors Einnahmen und Downloads
Gewinnen Sie wertvolle Einblicke in die Leistung von Morningstar for Advisors mit unserer Analytik.
Melden Sie sich jetzt an, um Zugriff auf Downloads, Einnahmen und mehr zu erhalten.
Melden Sie sich jetzt an, um Zugriff auf Downloads, Einnahmen und mehr zu erhalten.
App-Informationen
- Kategorie
- Finance
- Herausgeber
- Morningstar
- Sprachen
- English, French
- Letzte Veröffentlichung
- 8.4.0 (vor 3 Monaten )
- Veröffentlicht am
- Jan 31, 2018 (vor 6 Jahren )
- Auch verfügbar in
- Indien, Vereinigte Staaten, Kanada
- Zuletzt aktualisiert
- vor 2 Tagen
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