U.S.A.
Morningstar Office
All-inclusive advisor portfolio management software.
Overview
Practice Management
Portfolio Management and Performance Reporting
Client Management
Investment Planning
Investment Research
Reporting and Document Management
Back Office Services
Integration Capabilities
Morningstar for Advisors iPad App
Morningstar for Advisors iPad® App
Morningstar for Advisors is the mobile companion to Morningstar Office that makes the Morningstar reports, ratings, and research you and your clients know available on your iPad®. Even when you’re away from your desk, you can still have a complete view of your clients and their portfolios. You’re free to have more personal, interactive conversations—with the information you need right in your hands.

See the app in action 

If you have a Morningstar Office subscription, you can download the app now.

What you can do:
Connect with clients
Sync client account, portfolio, and investment information from Morningstar Office
Monitor client portfolios
Review client portfolios
Pull up Morningstar reports for client meetings outside the office
Show what’s in a client’s portfolio with the interactive Morningstar® Portfolio X-Ray® tool
Monitor the markets
Tap into Morningstar’s independent Analyst Reports and other proprietary data and ratings
Get current quotes on thousands of securities
Communicate trends with investment performance charts
Visualize your practice
Access an interactive summary of your practice with Practice Dashboard
Get a holistic view of clients, total value of your book of business, a breakdown of top securities, and more
Take Action
Schedule a Sales Appointment
Download Product
See It Work
Watch a Product Demonstration
Sample Reports
Product Tutorials
Video Overview
Proof
Client Stories
Learn More
Product Fact Sheets
Methodology Documents
Customer Support
Technical Requirements
Training
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