Explore new possibilities in practice-building with Morningstar for Advisors, an award-winning 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 Office subscribers can access a summary of their practice with the Practice Dashboard. In this view, get a holistic view of clients, the total value of your book of business, top clients by market value, and much more.
Morningstar for Advisors requires a current Morningstar Office or Morningstar Advisor Workstation subscription. If you are an Advisor Workstation subscriber who accesses Advisor Workstation via your firm portal, please use the same link to access the Advisor App when on an iPad.
A panel of TabbyAward judges who selected Morningstar for Advisors as the best Finance & Accounting iPad app for business in 2015 said, “The business value of the Morningstar for Advisors app was immediately apparent in our evaluation. The app provides a wealth of relevant financial information with an attractive design and visual profile. We found the Portfolio X-Ray, charting, market indicators and client portfolio features particularly useful."
•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
•Get an overview of your practice with the Practice Dashboard (Morningstar Office subscribers only)
•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 global market performance to keep track of industry developments
•View 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.
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.
Tech enhancements and bug fixes.
Ratings and Reviews
Elegant, intuitive design - way easier to use than desktop version
The mobile version of Morningstar Advisor is elegant and intuitive. I can easily access client, practice, market and security-level information. Although I can't create reports in the mobile app, I have access to saved reports through the archive. I started using the desktop version of Morningstar Office in the summer of 2017. I appreciate the depth and breadth of the desktop version but it can be slow-going to learn its many features (which are worth the time to learn!) But the mobile version has been a breeze to use from the first time I opened it and logged on.
Developer Response ,
Thanks for your feedback. We are glad to hear that you find the app useful and handy!
I’ve been using the app for a few days, seems pretty good so far. Beautiful design throughout nearly all the app. One problem I’ve seen is that if you don’t set benchmarks for each client, a default will show up and may not make sense for the client/user. It’d be nice if this option could be turned off. Overall a nice addition to current Morningstar software, though.
I'd been waiting for this!
Mstar finally came out with an app that lets me access many of the things I can on the desktop version. Only used it a little bit so far, but I'm very pleased to this point.
With Family Sharing set up, up to six family members can use this app.