Morningstar OfficeSM Training Resources

Our four-week targeted training program helps you learn Morningstar Office based on your needs and role. To get started, select the program that best describes what you do.


Advisor


Overview

Learn how to streamline your workflow and elevate your advice with the power of Morningstar Office Cloud’s independent data and research.


Lists

Learn how to create a list of investments to analyze and compare outcomes.


Screening

Learn how to screen for specific investments that meet your criteria.


Custom Data Sets

Learn how to set up custom views to show distinct arrangement of data points relevant to your analysis.


Morningstar Research

Learn about the latest curated research insights from our analysts and stay informed on areas of interest that are most important to you - supporting your recommendations.


Standard Reporting

Learn about the different standard reporting options to help keep your clients well-informed of their financial situation.


Prospecting

Create a prospect record and quick account to track holdings. Use Morningstar's powerful analytics to understand account positioning during the prospecting phase.


Standard Billing Process

Learn how to calculate fees and create a Billing Summary for your clients.


Client Web Portal

Learn how to give clients real-time visibility into their accounts, anytime, anywhere.


Alerts

Create alerts on investments to stay on top of the latest changes.


Goal Bridge

Learn about Morningstar’s Goal Bridge tool that lets you have goals-based conversations with clients, quickly connecting those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation.


Investment Analyst


Overview

Learn how to streamline your workflow and elevate your advice with the power of Morningstar Office Cloud’s independent data and research.


Lists

Learn how to create a list of investments to analyze and compare outcomes.


Screening

Learn how to screen for specific investments that meet your criteria.


Custom Data Sets

Learn how to set up custom views to show distinct arrangement of data points relevant to your analysis.


Individual Investment Analysis

Learn about additional research tools - Morningstar page and investment detail reports - to answer client questions for a single investment on the fly.


Model Portfolios & Custom Benchmarks

Learn how to create and apply model portfolios and custom benchmarks to manage your client accounts and portfolios.


Standard Reporting

Learn about the different standard reporting options to help keep your clients well-informed of their financial situation.


Prospecting

Create a prospect record and quick account to track holdings. Use Morningstar's powerful analytics to understand account positioning during the prospecting phase.


Morningstar Research

Learn about the latest curated research insights from our analysts and stay informed on areas of interest that are most important to you, supporting your recommendations.


Markets Monitoring

Learn how to gain access to high-quality market data to monitor financial markets.


Client Web Portal

Learn how to give clients real-time visibility into their accounts, anytime, anywhere.


Alerts

Create alerts on investments to stay on top of the latest changes.


Goal Bridge

Learn about Morningstar’s Goal Bridge tool that lets you have goals-based conversations with clients, quickly connecting those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation.


Managing Partner/Administrator


Overview

Learn how to streamline your workflow and elevate your advice with the power of Morningstar Office Cloud’s independent data and research.


Morningstar Research

Learn about the latest curated research insights from our analysts and stay informed on areas of interest that are most important to you, supporting your recommendations.


Client Management & Set up

Learn how to set up and manage various reports, charts, and tables to help you evaluate your clients' accounts and portfolios.


Standard Reporting

Learn about the different standard reporting options to help keep your clients well-informed of their financial situation.


Presentation Studio

Learn how to create compelling custom client reports to communicate findings and tell your story.


Batch Reporting

Learn about batch reporting to automatically generate PDF client reports for multiple clients at once.


Standard Billing Process

Learn how to calculate fees and create a Billing Summary for your clients.


Client Web Portal

Learn how to give clients real-time visibility into their accounts, anytime, anywhere.


Lists

Learn how to create a list of investments to analyze and compare outcomes.


Screening

Learn how to screen for specific investments that meet your criteria.


Custom Data Sets

Learn how to set up custom views to show distinct arrangement of data points relevant to your analysis.


Model Portfolios & Custom Benchmarks

Learn how to create and apply model portfolios and custom benchmarks to analyze your client accounts and portfolios.


Goal Bridge

Learn about Morningstar’s Goal Bridge tool that lets you have goals-based conversations with clients, quickly connecting those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation.

Other Morningstar Office Learning Opportunities

Product Training Events

Each quarter, we host events to help you learn about the various features and latest enhancements of Morningstar Office.

Research & Solutions Events

Morningstar Research and Solution events cover thought leadership and research. Watch on-demand talks or register for an upcoming event.

Latest Product Updates

Discover our newest product features to help with your daily work.

Morningstar Community

Find solutions, share ideas, and connect with other investors on community platform.

If you have any questions about training opportunities, contact your customer success manager.