publisher
category
price
Freestore
Reviews
4 (11)
United States
Description
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.
Category Ranking
Review Breakdown
Screenshots
Reviews
NEED TO BE OPTIMIZED FOR IPAD
This would be great if we could use this on an ipad
Chad with a CWed, Sep 28, 2022
United States
Download & Revenue
About
Bundle Id
com.morningstar.advisorsmphMin Os. Version
12.0Release Date
Thu, Sep 10, 2020Update Date
Thu, Feb 8, 2024Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
62.39MBHas Game Center
NoFamily Sharing
YesSupport Passbook
NoSupported Languages
English, FrenchSupport
What's New
version
8.3.1updated
2 months agoTechnical Enhancements and Bug Fixes
Newsletter
Subscribe our newsletter and get useful information every week.
Publisher's Other Apps
Other Finance Apps
Similar Apps
Stay Ahead of the Market with StoreSpy
Start NowNever miss opportunities
Watch your competitors closely
Start boosting your app right away