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Morningstar OfficeSM Training Resources

These award-winning training materials will help you gain confidence using Morningstar Office. All users are encouraged to revisit this page at any time for a quick refresher. If you are new to Office, check out these videos and additional resources alongside your live meetings with a Customer Success Onboarding Specialist.


General

What is Morningstar Office?

Learn how Office can help drive meaningful conversations with clients and prospects.

Implementation Timeline

Identify the timing of key milestones throughout the implementation process.

User Role Assignment Tips

Explore typical use cases for Admin, Advisor, and Impersonator role types.

Role Assignment Diagrams

Leverage common role structures to determine how to assign roles at your firm.

Navigating Morningstar Office

Navigate the Dashboard and Main, Create, Help, and Account menus.

Global Settings

Review the available Global Settings that can be applied on a user-by-user basis.

Working with Office Support

Understand the Support process, including key details to share with Support when documenting an issue.

Recent Office Webinars

Check out some popular webinars recently hosted by our Customer Success Team.


Client Management & Analysis

Client Management Overview

Access the Clients and Accounts grid, where all of your client and account information is stored.

Client Households

Explore how to merge clients that belong to the same household into a single record.

Client Householding Examples

Complete householding actions following marriage, divorce, grown children, and death.

Quick Accounts

Learn how quick accounts differ from transactional accounts.

Prospects

Establish a prospective client without affecting your overall AUM.

Prospecting Tips

Lead productive conversations with prospects to demonstrate your potential value.

Redtail Integration Setup

Get started with Redtail CRM, including access codes, customizations, and troubleshooting.

Client Web Portal Management

Explore Client Web Portal a secure, two-way communication vehicle.

Client Web Portal Setup for Advisors

Set up the Client Web Portal with branding details and notification settings.

Client Web Portal Setup for Investors

Share this guide to help your clients understand the Client Web Portal and accept an invitation.

Client Web Portal Quick Look

Help your clients understand the value of each page within the Client Web Portal.

Create a Goal Plan in Goal Bridge

Create a goal plan in Goal Bridge, a planning and investment proposal tool.

Create an Investment Plan in Goal Bridge

Create an investment plan in Goal bridge using a pre-built model portfolio.

Generate Goal Bridge Reports

Report Goal Plan, Investment Plan, and Risk Tolerance information to a client.

Risk Tolerance Questionnaire Worksheet

Share this worksheet with clients ahead of Risk Tolerance Questionnaire conversations.

Morningstar Office Risk Ecosystem

Explore ways to analyze risk for a client or prospect, portfolio, or individual investment.


Reporting

Reporting Overview

Generate reports at the practice, client or account, and investment levels.

Reporting Strategies

Identify differences between Practice, Client & Account, and Investment reports.

Report Selection Tips

Review detailed comparisons between each report available in Morningstar Office.

Batch Schedules

Automate your reporting for multiple clients at once with batch scheduling.

Presentation Studio Overview

Learn the basics of how to create a template using Presentation Studio.

Presentation Studio Design Tips I

Within Presentation Studio, divide a page and rearrange components.

Presentation Studio Design Tips II

Within Presentation Studio, customize reporting components.

Presentation Studio Design Tips III

Within Presentation Studio, insert additional pages to leverage full-page components.

Presentation Studio Design Tips IV

Within Presentation Studio, make a report visually appealing and on-brand.

Presentation Studio Examples

Review examples of ways to customize Presentation Studio templates for your needs.


Research

Direct Compass

Direct Compass is an online resource that provides access to Morningstar’s intelligible financial information, unparalleled independent research, and detailed financial analyses.

Markets

Keep track of the financial markets in real-time with a custom Markets display.


Workspace

Lists, Searches, and Data Sets

Differentiate between Lists, Searches, and Data Sets within Morningstar Office Workspace.

Creating Lists

Add investments to a list to review the same investments over time.

Applying Search Criteria

Apply search criteria to identify investments which currently match a set of requirements.

Search Criteria Examples

Review an example of filtering the U.S. large value universe to find best-in-class funds.

Morningstar Office Key Data Points

Review the most popular data points available to advisors for common security types.

Morningstar Office Index Abbreviations

Review a list of common benchmarks and SecIDs for use when building benchmarks.

Customizing Data Sets

Access curated data sets and create your own custom data set using the Data Set Manager.

Analytical Views for Clients & Accounts

Access and create custom Analytical Views to help present client portfolio analysis.

Analytical Views for Investments

Access and create custom Analytical Views to aid in investment analysis.

Models vs. Benchmarks

Review key similarities and differences between Models and Benchmarks.

Model Portfolios

Create a model portfolio comprised of preferred holdings for an investment objective.

Custom Benchmarks

Create a benchmark to use as a comparison mechanism when gauging relative performance.

Notes

Learn how to create, categorize, and tag notes about a client, account, or investment.


Billing & Practice Management

Billing Process Overview

Review the major steps in billing: create, assign, and calculate fees, and report.

Management Fees Guide

Determine how you want to bill your clients by creating management fees.

Creating Fees

Differentiate between common management fee structures to assign fees appropriately.

Assigning Fees

Customize billing settings and assign fees either by individual client or in bulk.

Calculating Fees

Calculate fees for individual clients or multiple clients at once.

Creating Billing Groups

Create a billing group to combine accounts from separate households together.

Adding Fee Adjustments

Apply a credit or a charge to a management fee previously paid by a client.

Generating a Billing Report

Generate client bills, custodian files, and insufficient cash reports.

Morningstar Office Billing FAQ

Review FAQs about billing records, billing reports, price adjustments, and more.

Transaction Types Guide

Review information about each transaction type used in transactional accounts.

Importing Investments and Quick Accounts

Manually import an investment list or quick account from Microsoft Excel.

Integrations Overview

Explore the available integrations for Morningstar Office.

Managing Securities

Edit securities in your practice that are not tracked by Morningstar.

New Client Checklist

From updating contact information to configuring billing settings, this comprehensive checklist ensures a seamless welcome process.

3 Useful Morningstar Office Desktop Tasks

Utilize specific tools available in Morningstar Office for Desktop.

If you have any questions about training opportunities, contact your Customer Success Manager. You can reach out to Support directly at 1-866-215-2503 or officequestions@morningstar.com.