The all new mobile companion to Morningstar Advisor Workstation is here. Explore new possibilities in practice-building capabilities with Morningstar Advisors mobile app.
- The app wraps client account information in an easy-to-use visual interface to help advisors illustrate portfolio details, explain investment results, and build lasting client relationships
- Through this app, advisors can get a holistic view of clients, client wise value of their book of business, returns, portfolio holdings, and much more
- The app will help advisors analyze the risk, exposure, underlying holdings and overall asset allocation of client’s portfolio with the components of Morningstar® Portfolio X-Ray® product.
To know more about Morningstar Advisor Workstation and its features please click here to fill your details. Our representative will get back to you shortly.
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