Morningstar OfficeSM Training Resources
These 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.
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 Quick Look
Help your clients understand the value of each page within the Client Web Portal.
Client Web Portal Setup
Set up the Client Web Portal with branding details and notification settings.
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.
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.
3 Useful Morningstar Office Desktop Tasks
Utilize specific tools available in Morningstar Office for Desktop.