CLIENT PORTALS SUPPLIER/SOFTWARE: Morningstar Web Portal

The Morningstar Web Portal is a dynamic client-facing platform designed for financial advisors to enhance their client relationships. It provides end-investors with secure, 24/7 access to their portfolio information, performance data, and market research from Morningstar.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: