Morningstar for Advisors8.10.0 - Google Play
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Publisher Description
A mobile companion for Morningstar® Advisor Workstation℠
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 AdvisorSupport@morningstar.com to get in touch.
About Morningstar for Advisors
The company that develops Morningstar for Advisors is Morningstar, Inc.. The latest version released by its developer is 8.10.0.
To install Morningstar for Advisors on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-05-18 and was downloaded 0 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 as malware if the download link to com.morningstar.advisorsmph is broken.
How to install Morningstar for Advisors on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the Morningstar for Advisors is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by Morningstar for Advisors will be shown. Click on Accept to continue the process.
- Morningstar for Advisors will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
Program Details
System requirements
Download information
Pricing
Version History
version 8.10.0
posted on 2026-05-18
What’s new in this release
• Technical enhancements for a smoother overall experience
• Bug fixes to improve stability and performance
version 8.10.0
posted on 2026-05-18
What’s new in this release
• Technical enhancements for a smoother overall experience
• Bug fixes to improve stability and performance
version 8.9.0
posted on 2026-03-10
What’s new in this release
• Updated app visuals to better align with our company branding
• Bug fixes to improve stability and performance
• Technical enhancements for a smoother overall experience
version 8.8.0
posted on 2025-08-21
This update includes technical enhancements and minor bugs fixes. Thanks for using Morningstar for Advisors!
version 8.7.2
posted on 2025-05-28
Updated fonts for a fresh, consistent look across the app
Behind-the-scenes tech upgrades for better performance
Bug fixes to improve stability and user experience
version 8.6.0
posted on 2025-04-07
Technical Enhancements and Bug Fixes
version 8.1.0
posted on 2023-06-06
With this release, we are introducing the Voice Search feature! With this enhanced convenience of hands-free experience, you can now search Clients, Groups and Portfolios from your Advisor Workstation account. You can also make a security search.
version 8.0.1
posted on 2023-05-01
Morningstar has united its two forward-looking managed investment ratings—the Morningstar Analyst Rating and the Morningstar Quantitative Rating—into a single rating: the Morningstar Medalist Rating. The process of how we assign the Morningstar Analyst Rating or Morningstar Quantitative Rating remains the same. With the launch of the Medalist Rating, the presentation of the ratings and united name will now more clearly display the mix of analyst and algorithm input to each investment’s rating.
version 8.0.0
posted on 2023-04-13
Model Portfolios are now available: Display your value proposition quickly and spend more time to interact with current clients and foster new relationships.
Redesigned Import Portfolio flow: Import of Portfolio digitally is completely revamped with new simplified flow that gives you all info you need in one single screen.
version 7.0.0
posted on 2022-12-20
New Clients Screen: The modernized experience of Clients/Group listing screen, gives you a quick access to important data points upfront. The list can now be filtered and sorted. Swipe left for quick access.
New Portfolios Screen: You can now view, filter and sort all Groups and Client portfolios. Swipe left for quick access.
Disclaimer
Official Google Play Link
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