About Morningstar for Advisors℠
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...
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
Previous Versions
Here you can find the changelog of Morningstar for Advisors℠ since it was posted on our website on 2016-10-18 10:21:30.
The latest version is 4.1.0 and it was updated on 2024-04-19 23:30:47. See below the changes in each version.
Morningstar for Advisors℠ version 4.1.0
Updated At: 2021-11-30
Changes: Nov 30, 2021 Version 4.1.0
Technical Enhancements
Morningstar for Advisors℠ version 4.0.0
Updated At: 2021-06-24
Changes: Jun 24, 2021 Version 4.0.0
Upgrading login experience to make it more secure
Morningstar for Advisors℠ version 3.2.0
Updated At: 2021-03-17
Changes: Mar 17, 2021 Version 3.2.0
Morningstar Report for Closed Ended Funds.
Morningstar for Advisors℠ version 3.1.0
Updated At: 2020-03-26
Changes: 26 Mar 2020 Version 3.1.0
Technical enhancements.
Morningstar for Advisors℠ version 3.1.0
Updated At: 2020-03-26
Changes: Mar 26, 2020 Version 3.1.0
Technical enhancements.
Morningstar for Advisors℠ version 3.0.0
Updated At: 2019-12-19
Changes: Dec 19, 2019 Version 3.0.0
We are very excited to introduce the all new Research view within this app. With this version upgrade, Morningstar® Office℠ subscribers can access articles published in Research portal from the app, on the go. Also, quantitative star ratings for stocks will now get displayed in the app.
Morningstar for Advisors℠ version 1.6.1
Updated At: 2015-01-28
Morningstar for Advisors℠ version 3.1.0
Updated At: 1970-01-01
Changes: 2020年3月26日 Version 3.1.0
Technical enhancements.
Morningstar for Advisors℠ version 3.1.0
Updated At: 1970-01-01
Changes: 2020년 3월 26일 Version 3.1.0
Technical enhancements.
Disclaimer
Official App Store Link
We do not host Morningstar for Advisors℠ on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Morningstar for Advisors℠ is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
