Increase Your Efficiency with the Asset-Map + Morningstar Advisor Workstation Integration
The Asset-Map + Morningstar Advisor Workstation 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.
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.
Import Morningstar Risk Profiles and Scores to household members with associated data found in the client’s current profile on Morningstar Advisor Workstation.
The Asset-Map Report displays the Risk Profiles and Scores, and additional details are available in the instrument modal, with a link back to the source data within Morningstar Advisor Workstation.
Seamlessly share a copy of any previously generated Asset-Map Report directly to Morningstar Advisor Workstation for review, reference, or publishing at the click of a button.
Ability to launch the Asset-Map platform from within Morningstar Advisor Workstation Client Dashboard to arrive at specific household Asset-Map Reports
View the Asset-Map Report household visualization within Morningstar Advisor Workstation platform.
Schedule a demo today and learn how Morningstar Advisor Workstation users are helping their clients see
the full financial picture to make better decisions.
A subscription to Morningstar Advisor Workstation
A subscription to Asset-Map
Setup the integration
