Morningstar Office
All-inclusive advisor portfolio management software.
Instructor-Led Recorded Video Series

To view the Morningstar Office Academy introduction series, please review the video description and click on the "Watch Video" link below.
Morningstar Office OverviewThis class is an introduction for new users to Morningstar Office’s wide variety of capabilities. We will walk through basic navigation techniques and review settings options to personalize your subscription. This class is tailored to the needs of new subscribers and serves as a prerequisite for Morningstar Office Academy.

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Morningstar Office AcademyThis series of eight classes is offered each month and is designed to ground you in the basics of Morningstar Office.
Academy – Day 1: Client Management1.1: Data Input

Review the options for inputting client and account data into Morningstar Office, from manual entry to importing data from custodians. Also, learn how to save and edit key client profile information.

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1.2: Billing

Billing Get a step-by-step tutorial on the billing process—from setting up management fees to creating billing summaries and fee files for distribution to clients and custodians.

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Academy – Day 2: Reports2.1: Reporting Basics

Take a look at the practice-level, client-level, and account-level reports available within Morningstar Office. Learn how to generate reports from each area and review elements of the reports in detail.

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2.2: Archiving and Batch Reporting

Learn how to archive reports and how to upload external documents into Morningstar Office. We will also simultaneously generate multiple reports for a number of clients using the batch reporting tool.

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Academy – Day 3: Client Relationship Management Tools3.1: Notes, Tasks, and Workflow

Learn how to keep your practice organized and keep records of your client communication by using integrated CRM functions such as Notes Manager, Task Manager, and Workflow.

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3.2: Client Web Portal and Activities Center

Receive a tutorial on how to set up your Client Web Portal, post documents for clients to retrieve, and use the Activities features such as email and calendar.

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Academy – Day 4: Research4.1: Search

Learn the different methods of searching for investments, how to use several different investment graphs, and how to generate detailed reports for specific securities.

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4.2: Workspace

Learn how to create, edit, and apply investment lists, model portfolios, and custom benchmarks throughout Morningstar Office’s various product sections.

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