Morningstar for Advisors: Streamline Your Business on the Go
Morningstar for Advisors is a smartphone companion to Morningstar Advisor Workstation, designed to refocus advisors on client connection in the modern digital world of finance. This free app allows you to digitize portfolio information quickly and easily with its intelligent digital assistant.
With Morningstar for Advisors, you can capture images of client portfolios, whether it's a single page statement or multiple pages, and then crop the images to highlight the holdings. This feature makes it convenient to organize and analyze portfolio information on the go.
The app also allows you to create portfolio scenarios and illustrate decision trade-offs. Once you've captured the portfolio, you can designate the information to existing clients and households or to new prospects. This functionality enables advisors to provide personalized recommendations and insights to their clients.
In addition, Morningstar for Advisors provides access to a personalized dashboard where you can view clients and households, including cumulative market value, top holdings, and top clients. This allows you to quickly position new relevant business opportunities to your clients from the convenience of your pocket.
Furthermore, the app grants access to the latest research, news, and videos from Morningstar's extensive content library. This means you can stay up-to-date with the market while on the go, providing more value to your clients.
Download Morningstar for Advisors now and start optimizing your time and streamlining your business. Feedback is welcome, and you can contact to get in touch.
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