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.
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.