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Introducing the Morningstar® Advisor WorkstationSM Smartphone Companion App

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Morningstar for Advisors modernizes experiences by digitizing portfolio information almost instantly. When advisors can streamline communication with their clients, they can be empowered to spend more time connecting with households, growing their business, and reducing tedious, manual tasks.

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.

Ask us how advisors can use Morningstar for Advisors to refocus on client connection and save time on manual work: