# Morningstar for Advisors > Digital portfolio management and client insights for financial advisors. (iPhone/iPad app by Morningstar, Inc..) - Source: https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091 (this page in markdown: same URL + `.md`) - Developer: [Morningstar, Inc.](https://appshunter.io/developer/310716166) - Category: Finance, Business - Price: Free - Rating: 3.83/5 from 12 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 12.0 · 92 MB - Languages: English, French - Released: 2020-09-10 - Data updated: 2026-07-17 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091/reviews.md ## What is 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. ## Key features - 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 ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091/reviews.md ### 2/5 — NEED TO BE OPTIMIZED FOR IPAD *2022-09-28* This would be great if we could use this on an ipad ## Frequently asked questions about Morningstar for Advisors ### 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. ## Version history (last 5 releases) ### 8.10.0 — 2026-05-19 What’s new in this release • Technical enhancements for a smoother overall experience • Bug fixes to improve stability and performance ### 8.9.0 — 2026-03-12 What’s new in this release • Updated app visuals to better align with our company branding • Bug fixes to improve stability and performance • Technical enhancements for a smoother overall experience ### 8.8.0 — 2025-08-25 This update includes technical enhancements and minor bugs fixes. Thanks for using Morningstar for Advisors! ### 8.7.2 — 2025-05-29 Updated fonts for a fresh, consistent look across the app Behind-the-scenes tech upgrades for better performance Bug fixes to improve stability and user experience ### 8.7.0 — 2025-05-27 1. Updated fonts for a fresh, consistent look across the app 2. Behind-the-scenes tech upgrades for better performance 3. Bug fixes to improve stability and user experience ## Apps similar to Morningstar for Advisors | App | Rating | Price | Category | | --- | --- | --- | --- | | [Koyfin: Market Data & Analysis](https://appshunter.io/ios/app/koyfin-market-data-and-analysis/id1616697676) | 4.9 (1,273) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 3.0 (38) | Free | Finance | | [BlackRock Institutional](https://appshunter.io/ios/app/blackrock-institutional/id1399492311) | 4.2 (74) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,135) | Free | Finance | | [FactSet](https://appshunter.io/ios/app/factset/id1464041112) | 4.5 (233) | Free | Finance | | [Wealthica](https://appshunter.io/ios/app/wealthica/id1189909042) | 4.0 (22) | Free | Finance | ## More apps by Morningstar, Inc. - [Morningstar Investor](https://appshunter.io/ios/app/morningstar-investor/id310716163) - [Morningstar for iPad](https://appshunter.io/ios/app/morningstar-for-ipad/id676373222) - [Values Discovery](https://appshunter.io/ios/app/values-discovery/id1450680954) - [Morningstar Events](https://appshunter.io/ios/app/morningstar-events/id1619111304) - [MICUS 2026](https://appshunter.io/ios/app/micus-2026/id6757791766) All apps by Morningstar, Inc.: https://appshunter.io/developer/310716166 ## Related topics [morningstar for advisors](https://appshunter.io/ios/topics/morningstar-for-advisors) · [morningstar investor](https://appshunter.io/ios/topics/morningstar-investor) · [morningstar](https://appshunter.io/ios/topics/morningstar) · [morningstar for investors](https://appshunter.io/ios/topics/morningstar-for-investors) · [fiduciary financial advisors](https://appshunter.io/ios/topics/fiduciary-financial-advisors) · [beacon financial advisors](https://appshunter.io/ios/topics/beacon-financial-advisors) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-17.*