About Morningstar for Advisors
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...
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.
Previous Versions
Here you can find the changelog of Morningstar for Advisors since it was posted on our website on 2021-04-02 05:42:16.
The latest version is 8.3.1 and it was updated on 2024-03-26 13:46:56. See below the changes in each version.
Morningstar for Advisors version 8.3.1
Updated At: 2024-02-05
Changes: Technical Enhancements and Bug Fixes
Morningstar for Advisors version 8.1.0
Updated At: 2023-06-06
Changes: 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.
Morningstar for Advisors version 8.0.1
Updated At: 2023-05-01
Changes: 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.
Morningstar for Advisors version 8.0.0
Updated At: 2023-04-13
Changes: 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.
Morningstar for Advisors version 7.0.0
Updated At: 2022-12-20
Changes: 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.
Morningstar for Advisors version 6.0.0
Updated At: 2022-03-30
Changes: Enterprise SSO: Advisors can now login into the app with their Enterprise/Institution credentials.
Manual Signin: New login experience for manual signin Advisors
Morningstar Report Upgrade: Morningstar report for Stocks, Mutual Funds, Closed Ended Funds and ETFs has been upgraded to a more recent version
Fixes and Enhancements: Technical enhancements and bug fixes
Morningstar for Advisors version 5.3.0
Updated At: 2021-11-22
Changes: Technical enhancements
Morningstar for Advisors version 5.2.0
Updated At: 2021-10-26
Changes: What's New:
You can now check what new features and enhancements have been rolled out in the latest version.
Share Feedback:
We are working hard to build even higher quality products for you and value your feedback. You can now tell us anytime and any number of times, how you are feeling about the product.
More supported formats for digital Portfolio Import:
Portfolio holdings with Ticker/Symbol explicitly called out in a separate column will be processed with a higher success probability.
Morningstar for Advisors version 5.1.0
Updated At: 2021-08-23
Changes: Morningstar for Advisors now includes the Morningstar Portfolio Risk score for client portfolios and key investment universes that you research. Utilize this during client meetings to provide a clear visual that explains how different investment decisions impact risk level.
Morningstar for Advisors version 5.0.0
Updated At: 2021-07-23
Changes: 'Morningstar for Advisors' is now available in Canada
Disclaimer
Official Google Play Link
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The Google Play 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.
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