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Morningstar for Advisor iPad App Celebrates Birthday with an Upgrade

Submitted by Technology Tools for Today on January 29th, 2016


To mark the first anniversary of the launch of the Morningstar for Advisor iPad App, Morningstar delivered a major upgrade of the app to advisors. The app is included in the subscription price of Morningstar Office. The initial release of the app last year provided advisors with a client centric app which allowed them to review client information when away from the office and to present information on the iPad to a client during live meetings. This original version was very well received, garnering a 4.5 rating on the Apple App store.

This new version enhances the client centric features of the original version, and it adds new functionality as well. A new dashboard gives advisors access to the three areas of the app: The Markets, the Practice, and Clients & Portfolios. Advisors can also access support from the dashboard, as well as a search tool.

Much of the new functionality centers around the new practice summary. This view provides the advisor with consolidated reports and other information that is essential for running an efficient practice. This information is for internal use, not for use with clients.

In the illustration below, we see a practice summary view. It shows information including total number of active clients and prospects, recent clients, the performance all on a single screen.

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Pop out screens provide additional functionality. For example, as illustrated below, if there is news regarding a holding, the advisor can access a list of clients who hold the security, including the percent of a client’s portfolio and the dollars at risk without leaving the screen.

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The new practice management functionality allows advisors to track not just the health of their client’s portfolios, but the health of their business as well.

Watch the short video below that gives you a look at the new dashboard home screen as well as some of the other features.

This new App is a great tool for advisors who use Morningstar Office. If you are an Office user, download it today!

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