Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data. (Finance)

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data. 1.0.0

Device: iOS iPad Only

Category: Finance

Price: Free, Version: 1.0.0 (iTunes)



Description:



Explore new possibilities in practice-building with Morningstar for Advisors, a 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 for Advisors requires a current Morningstar Office or Morningstar Advisor Workstation subscription.



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

•Tap into 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 market performance to keep track of industry developments

•Get 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 helps 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.



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Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.







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