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Morningstar for Advisors℠

By Morningstar, Inc.

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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

Independent financial advisors use the Morningstar Office practice-management system to streamline everything from investment research to portfolio accounting and performance reporting.

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.

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Terms of Use

What's New in Version 1.7.0

• Researching and comparing stocks is now easier. Launch Stock Compare directly from stock quote page
• Improved navigation
• Minor bug fixes

iPad Screenshots

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Customer Reviews

No mutual fund data???

No mutual fund data that I can see in the iPad app. Not acceptable.

Not good

Terrible app

Morningstar for Advisors℠
View in iTunes
  • Free
  • Category: Finance
  • Updated:
  • Version: 1.7.0
  • Size: 98.5 MB
  • Languages: English, French
  • Seller:

Compatibility: Requires iOS 9.0 or later. Compatible with iPad.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.
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