The companion app for Advisor Workstation uses a simple workflow to digitize investment portfolio information from mobile devices.
Convenient access in the Morningstar app
An easier way to prepare for client meetings.
Keep your client list in your pocket when you’re on the road. Eliminate printouts from advisor-client relationships and raise your practice to a new level of technological sophistication.
Digital client discovery
With client consent, financial advisors can quickly capture sensitive documents.
Prospects can share information securely with you in three steps. Just capture images from brokerage statements with your smartphone camera, crop to focus on holdings, and convert those images to portfolios in nearly real time.
Reporting on the go
Position new business in a way that’s meaningful for every client.
Show the value of great advice with custom reports, data points, and analytics to prove every point. Win and retain clients with proposals that paint vivid pictures of complex topics.
Sync with Advisor Workstation
Any information you gather on the Morningstar app can be accessed on the platform, too.
The mobile app mirrors your Advisor Workstation experience, so you can add app data to client reports, include it in analyses, and feed portfolio evaluations.
Exclusive ratings and research
Get the latest investment research, news, and videos for an up-to-date picture of the market.
Put the power of Morningstar’s research team to work for you. Whether you’re screening for investments, preparing for client meetings, or building portfolios, every step is backed by insights that investors already trust.
Portfolios at your fingertips
Review portfolio holdings and evaluate performance.
The app gives you a convenient way to see cumulative market value, top holdings, and top clients on a personalized dashboard.