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.