Morningstar for Advisors App Simplifies Client Engagement for Advisors Anywhere

TORONTO, Sept. 28, 2016 /CNW/ -- Morningstar Research, Inc., a Canadian subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has launched an iPad app for financial advisors. Morningstar for AdvisorsSM App is the free mobile companion to Morningstar® Advisor WorkstationSM, the company's portfolio analysis and investment research platform for financial advisors.

Designed to be intuitive and engaging, the new Morningstar for Advisors App syncs client account, portfolio, and investment information from Morningstar Advisor Workstation, allowing advisors to monitor, display, and analyze client holdings and portfolios in real time outside the office. Advisors can drill down into their clients' portfolios and individual holdings to illustrate specific portfolio details and explain performance.

"Industry trends, including advancing technology and an ever-changing regulatory environment are driving a fundamental shift in the way advisors interact with their clients," Scott Mackenzie, president and CEO for Morningstar Research, said. "In particular, as a result of the CRM2 implementation in mid-July 2016, the spotlight on investment fees means that advisors must be able to demonstrate their value in terms that their clients can easily understand. Advisors who can do this, leveraging interactive tools like the Morningstar for Advisors iPad app, are going to have a significant advantage."

The Morningstar for Advisors iPad app enables advisors to:

  • View an aggregate summary of a client's overall asset allocation, return, risk, and market value across accounts. Advisors can also download and view previously generated client summary and portfolio reports.
  • Drill down into individual portfolios to conduct analysis with Morningstar® Portfolio X-Ray®, which provides detailed data on the allocation and sector breakdown of the holdings in the portfolio.
  • Get access to the Morningstar Analyst Rating™ for funds, Morningstar's forward-looking assessment of a fund's ability to outperform on a risk-adjusted basis over the long term, the Morningstar Rating™ for funds and stocks, and detailed quotes and information on approximately 530,000 investments.
  • Keep tabs on market activity, earnings and economic data, and the latest news to help identify investment opportunities and explain portfolio performance.

The Morningstar for Advisors App is available for free on the App Store at Morningstar Advisor Workstation clients who purchase directly from Morningstar can download and use the app today; other Advisor Workstation clients will have access as their firms enable the feature.

For more information about the Morningstar for Advisors App for Canadian advisors, please visit

About Morningstar Research, Inc. 
Morningstar Research, Inc. is a Canadian subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $185 billion in assets under advisement and management as of June 30, 2016. The company has operations in 27 countries.

©2016 Morningstar, Inc. All rights reserved.


Media Contact: 

Dijana Vojnovic, +1 416-484-7874 or

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SOURCE Morningstar Research, Inc.

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