Leave a Review Morningstar for Advisors
NEED TO BE OPTIMIZED FOR IPAD
This would be great if we could use this on an ipadChad with a C
Free
Details about Morningstar for Advisors
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- iOS Version
- Age Rating
- Size
- Devices
- Languages
Features
Developer of Morningstar for Advisors
- Versions
- Price History
- Description
- FAQ
Version History of Morningstar for Advisors
8.4.0
September 24, 2024
Technical enhancements and bug fixes
8.3.1
February 8, 2024
Technical Enhancements and Bug Fixes
8.3.0
November 8, 2023
Technical enhancements
8.2.0
August 22, 2023
Technical enhancements and bug fixes
8.1.0
June 7, 2023
With this release, we are introducing the Voice Search feature! With this enhanced convenience of hands-free experience, you can now search Clients, Groups and Portfolios from your Advisor Workstation account. You can also make a security search.
More8.0.1
May 2, 2023
Morningstar has united its two forward-looking managed investment ratings—the Morningstar Analyst Rating and the Morningstar Quantitative Rating—into a single rating: the Morningstar Medalist Rating. The process of how we assign the Morningstar Analyst Rating or Morningstar Quantitative Rating remains the same. With the launch of the Medalist Rating, the presentation of the ratings and united name will now more clearly display the mix of analyst and algorithm input to each investment’s rating.
More8.0.0
April 14, 2023
Model Portfolios are now available: Display your value proposition quickly and spend more time to interact with current clients and foster new relationships Redesigned Import Portfolio flow: Import of Portfolio digitally is completely revamped with new simplified flow that gives you all info you need in one single screen.
More7.0.0
December 22, 2022
Revamped Clients Screen: The modernized experience of Clients/Group listing screen, gives you a quick access to important data points upfront. The list can now be filtered and sorted. Swipe left for quick access. Tap 'Clients' tab in bottom nav New Portfolios Screen: You can now view, filter and sort all Groups and Client portfolios. Swipe left for quick access. Tap 'Portfolios' tab in bottom nav. Notifications Screen: The Notifications screen has now been moved under 'More'. Improvements: Technical Enhancements and Bug Fixes
More6.0.1
August 9, 2022
Fixes and Enhancements: Technical enhancements and bug fixes
6.0.0
April 1, 2022
Enterprise SSO : Advisors can now login into the app with their Enterprise/Institution credentials Manual Signin : New login experience for manual signin Advisors Gallery access for Import Portfolio : Enterprise/Institutions can now setup whether ‘Import Portfolio’ submissions should be restricted from device gallery Morningstar Report Upgrade : Morningstar report for Stocks, Mutual Funds, Closed Ended Funds and ETFs has been upgraded to a more recent version Fixes and Enhancements : Technical enhancements and bug fixes
MorePrice History of Morningstar for Advisors
Description of Morningstar for Advisors
Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.
• Capture and Crop With Ease
You can either capture images of client portfolios with a single page statement, or multiple pages of a statement at once. You can then crop the image to highlight the holdings.
• Create Portfolio Scenarios and Illustrate Decision Trade-Offs
Once you've captured the portfolio, you can designate the portfolio information to existing clients and households, or to a new prospect.
• Access Client Accounts on the Go View your personalized dashboard to view clients and households (including cumulative market value, top holdings, and top clients), so you can position new, relevant business to your clients quickly from your pocket.
• Increase advisor efficiency with relevant market insights Access the latest research, news, and videos from Morningstar's extensive content library, all from your smartphone. Search securities or clients for a fast, up-to-date picture of the market while out and about, so you can provide more value to your clients.
Download now to start optimizing your time and streamlining your business. Feedback welcome! Please contact AdvisorSupport@morningstar.com to get in touch.
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Morningstar for Advisors: FAQ
Is Morningstar for Advisors iPad-friendly?
No, the Morningstar for Advisors software is not iPad-compatible.
Who is responsible for the creation of the Morningstar for Advisors app?
Morningstar for Advisors was created by Morningstar, Inc..
What is the minimum iOS version supported by Morningstar for Advisors?
Your iOS device must have at least iOS 12.0 installed to use the app.
What user rating does the Morningstar for Advisors app have?
The overall rating of Morningstar for Advisors is 4 out of 5, which is okay but could be better.
What’s the genre of the Morningstar for Advisors app?
The App Genre Of Morningstar For Advisors Is Finance.
Which version of the Morningstar for Advisors app is the latest one?
The newest version of Morningstar for Advisors is 8.4.0.
When was the most recent Morningstar for Advisors update released?
Morningstar for Advisors’s latest update was rolled out on October 1, 2024.
When did the app first launch?
The app was launched on February 5, 2023.
What is the content advisory rating for the Morningstar for Advisors app?
Family-friendly content, no mature themes or violence.
What languages does the Morningstar for Advisors app support?
The Morningstar for Advisors app is now available in English, French.
Can I find Morningstar for Advisors within Apple Arcade's selection of games?
Sorry, Morningstar for Advisors is not available on Apple Arcade.
Are in-app purchases available within Morningstar for Advisors?
Sorry, in-app purchases are not accessible within Morningstar for Advisors.
Is Morningstar for Advisors optimized for use with Apple Vision Pro?
Unfortunately, Morningstar for Advisors is not optimized for use with Apple Vision Pro.
Can I expect ads while using Morningstar for Advisors?
No, you can not expect ads while using Morningstar for Advisors.
Screenshots of Morningstar for Advisors
