Morningstar for Advisors
Morningstar for Advisors Summary
Morningstar for Advisors is a mobile iOS app in Finance by Morningstar, Inc.. Released in Sep 2020 (5 years ago). It has 14 ratings with a 3.64★ (average) average. Based on AppGoblin estimates, it reaches roughly 192 monthly active users . Store metadata: updated Aug 25, 2025.
Store info: Last updated on App Store on Aug 25, 2025 .
3.64★
Ratings: 14
Screenshots
App Description
Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.
• Capture and Crop With Ease
You can either capture images of client portfolios with a single page statement, or multiple pages of a statement at once. You can then crop the image to highlight the holdings.
• Create Portfolio Scenarios and Illustrate Decision Trade-Offs
Once you've captured the portfolio, you can designate the portfolio information to existing clients and households, or to a new prospect.
• Access Client Accounts on the Go View your personalized dashboard to view clients and households (including cumulative market value, top holdings, and top clients), so you can position new, relevant business to your clients quickly from your pocket.
• Increase advisor efficiency with relevant market insights Access the latest research, news, and videos from Morningstar's extensive content library, all from your smartphone. Search securities or clients for a fast, up-to-date picture of the market while out and about, so you can provide more value to your clients.