We help advisors more effectively collaborate with our intelligent digital assistant’s simple Capture, Crop, and Create workflow.
Capture. Whether advisors are speaking with current clients or prospects in person or virtually, they can simply capture images from single page or multiple-page statements and in nearly real-time convert those images to real portfolios to later analyze within the companion app or the web version of Morningstar Advisor Workstation.
Crop. Advisors will then crop the data to focus on the holdings.
Create. Advisors can assign the data to an existing client, household, or new prospect. Once the captured information has been loaded into our secure database, advisors can later access it in the companion app or the web version of Morningstar Advisor Workstation.
The Morningstar Advisor Workstation smartphone companion app is wrapped in the same level of data security your firm has come to expect from Morningstar, ready at any moment to help advisors consistently engage with both existing and prospective clients, virtually or in-person.