NEED TO BE OPTIMIZED FOR IPAD
This would be great if we could use this on an ipad
Archived App (Last seen on 17 Jul 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.
✓Digitize portfolio information
✓Capture and crop financial statements
✓Create portfolio scenarios
✓Access client accounts on the go
✓View personalized client dashboards
✓Access market insights and research
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What's New in Morningstar for Advisors
8.10.0
May 19, 2026
What’s new in this release • Technical enhancements for a smoother overall experience • Bug fixes to improve stability and performance
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FAQ
What is Morningstar for Advisors?
Morningstar for Advisors is a mobile application designed to help financial advisors manage client portfolios and access market insights. It digitizes portfolio information and provides tools for scenario planning and client account access.
How does Morningstar for Advisors help advisors?
It streamlines business operations by allowing advisors to quickly digitize client portfolios, create financial scenarios, and access client account details and market research on the go, increasing efficiency.
Can I capture multiple pages of a client statement with Morningstar for Advisors?
Yes, you can capture images of single-page or multiple-page client statements. The app allows you to crop the image to highlight specific holdings within the portfolio.
What kind of market insights are available in Morningstar for Advisors?
The app provides access to the latest research, news, and videos from Morningstar's content library. You can also search for securities or clients for up-to-date market information.
Is Morningstar for Advisors free to use?
Yes, Morningstar for Advisors is available for free. There are no in-app purchases or subscription fees mentioned for its core functionality.
What devices does Morningstar for Advisors support?
Morningstar for Advisors is supported on iPhone and iPod devices. It is designed to be a smartphone companion for financial advisors.
How often is Morningstar for Advisors updated?
The latest version is 8.9.0, and the app was last updated on March 12, 2026. This indicates a history of regular updates to maintain functionality and introduce improvements.
What is the user sentiment for Morningstar for Advisors?
Based on available data, Morningstar for Advisors has an average rating of 3.8 stars from 12 ratings. This suggests a generally positive but mixed reception from its user base.
