publisher
category
price
Freestore
Reviews
3 (69)
United States
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 [email protected] to get in touch.
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Reviews
10:34 pm Saturday April 6 2024 Eduardo Johnathan Juarez no longer on felony sexoffender pronation
Tccm325 Ccc (Liaa)Sun, Apr 7, 2024
English
Not able sign in after registration done on web.
Engineer's ChoiceWed, Feb 7, 2024
English
Login problem
sourabh panthiWed, Nov 8, 2023
English
Can't login through email. Have paid
Vasanth KThu, Sep 14, 2023
English
Your support staff is unable to address Query raised (related advisor work station). They do just a stereo job, not able to close the concerns raised. It's really a pathetic experience.
Nishit KapadiaSat, May 6, 2023
English
I love you ♡
Reynaldo Niburu Macias JrThu, Feb 2, 2023
English
App not open
Chellam TFri, Jan 20, 2023
English
Download & Revenue
About
Bundle Id
com.morningstar.advisorsmphMin Os. Version
8.0Release Date
Thu, Sep 10, 2020Update Date
Mon, Feb 5, 2024Content Rating
EveryoneWhat's New
version
1707147640000updated
3 months agoTechnical Enhancements and Bug Fixes
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