The powerful diagnostic tools and customer relationship management (CRM) features in Morningstar Office make it easier to build and strengthen client and prospect relationships. Advisors have instant access to all of their important client information from one central location and can organize accounts, keep track of important appointments and to-dos, and send batch reports and proposals directly to clients.
What you can do:
Manage client and prospect information
Foster strong relationships and build new ones with powerful CRM features
Manage your calendar and send emails
Collaborate with other advisors and staff members using permission control
Morningstar Office includes a client management program that can easily consolidate client data from other investment tools. Import client information directly from Microsoft® Outlook®, ACT!, Goldmine, and other systems to gain efficiencies by housing all client data in one secure platform.
Import client data
Easily import client information for research, analysis, and monitoring
Save time and reduce errors by eliminating the need for manual data entry and reclassification
Subscribers can import data directly into Morningstar Office from these systems: