Increase Your Efficiency with the Asset-Map + Morningstar Office Integration
The Asset-Map + Morningstar integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations.
Features Overview
Ease of Use
Quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and Morningstar integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
Individual Client Data
View and create household members with associated data found in the client’s current profile on Morningstar Office.
The partner tab displays additional related details, directly from the Morningstar Office platform, for quick reference as well as a link back to the source data within Morningstar Office.
Share Reports
Seamlessly share a copy of any previously generated Asset-Map Report directly to Morningstar Office for review, reference, or publishing at the click of a button.
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More Information
This Integrations Requires
- A subscription to Morningstar Office
- A subscription to Asset-Map
