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.
