---
title: "Morningstar for Advisors — App Overview"
url: https://marlvel.ai/intel-report/finance/morningstar-for-advisors
category: Finance
developer: Morningstar, Inc.
platforms: ios, android
rating: 3.3 (80 ratings)
pricing: free
report_level: overview
generated: 2026-04-28
last_verified: "2026-04-28T05:33:08.638Z"
---

<!-- SECTION: Key Insight -->
> **Key Insight:** The app functions as a mobile data-capture tool that bridges physical portfolio statements with the Morningstar Advisor Workstation ecosystem.

<!-- SECTION: Quick Facts -->
| Metric | Value |
|--------|-------|
| Category | Finance |
| Rating | 3.3 ★ (80) |
| Pricing | free |
| Platforms | iOS, Android |
| Latest Version (iOS) | 8.9.0 |
| Latest Version (Android) | 8.9.0 |
| Developer | Morningstar, Inc. |

<!-- SECTION: Summary -->
## What is Morningstar for Advisors?

Morningstar for Advisors is a mobile companion to the Morningstar Advisor Workstation designed to streamline client portfolio management. The app enables advisors to digitize physical portfolio statements using an intelligent digital assistant and integrate that data into client or prospect scenarios.

<!-- SECTION: Key Features -->
## Key Features

- **Capture and Crop**: Allows users to photograph single or multi-page portfolio statements and crop images to isolate specific holdings.
- **Portfolio Scenario Creation**: Enables the assignment of captured portfolio data to existing client households or new prospects to illustrate decision trade-offs.
- **Mobile Account Access**: Provides on-the-go access to client account information to facilitate client connections outside of the office.

<!-- SECTION: Target Audience -->
## Who is it for?

Financial advisors seeking to digitize portfolio data and manage client accounts while away from their desktop workstations.

<!-- SECTION: Links -->
## Links

- [App Store](https://apps.apple.com/us/app/morningstar-for-advisors/id1234147091?uo=4)
- [Google Play](https://play.google.com/store/apps/details?id=com.morningstar.advisorsmph&hl=en&gl=us)
- [Full Intelligence Report](https://marlvel.ai/intel-report/finance/morningstar-for-advisors)

---
*This is an overview report. Sentiment analysis, competitive landscape, and SWOT analysis are available in the [full intelligence report](https://marlvel.ai/intel-report/finance/morningstar-for-advisors).*
*Generated by [Marlvel.ai](https://marlvel.ai) — Independent app intelligence.*