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.
Overview · Full Intel report in progress
The App DNA
What makes this app unique?
For Financial advisors seeking to digitize portfolio data and manage client accounts while away from their desktop workstations.
What does it look like?
Key features
Allows users to photograph single or multi-page portfolio statements and crop images to isolate specific holdings.
Enables the assignment of captured portfolio data to existing client households or new prospects to illustrate decision trade-offs.
Provides on-the-go access to client account information to facilitate client connections outside of the office.
How much does it cost?
Velocity
Active developmentShow more...
5 versions in history. Development pace: active.
Who built it?
Morningstar
5 apps tracked · Finance
Morningstar Investor
Morningstar for iPad
Morningstar Events
Values DiscoveryUser Sentiment
What do users think recently?
How are ratings & reviews evolving?
Not enough recent reviews to extract reliable themes yet.
Read the full review analysisCompetition
Competitive landscape for Morningstar for Advisors
How's the Finance market?
The rivals identified
The Analyst's Read
Key takeaways for Morningstar for Advisors
Where is it heading?
Bottom line
The app functions as a mobile data-capture tool that bridges physical portfolio statements with the Morningstar Advisor Workstation ecosystem.
Report last updated