Morningstar for Advisors8.10.0 - App Store

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.

. Capture and Crop With Ease
You can either capture images of client portfolios with a single page statement, or multiple pages of a statement at once. You can then crop the image to highlight the holdings.

. Create Portfolio Scenarios and Illustrate Decision Trade-Offs
Once you've captured the portfolio, you can designate the portfolio information to existing clients and households, or to a new prospect.
. Access Client Accounts on the Go View your personalized dashboard to view clients and households (including cumulative market value, top holdings, and top clients), so you can position new, relevant business to your clients quickly from your pocket.

. Increase advisor efficiency with relevant market insights Access the latest research, news, and videos from Morningstar's extensive content library, all from your smartphone. Search securities or clients for a fast, up-to-date picture of the market while out and about, so you can provide more value to your clients.
Download now to start optimizing your time and streamlining your business. Feedback welcome! Please contact AdvisorSupport@morningstar.com to get in touch.

Version History What’s new in this release
• Technical enhancements for a smoother overall experience
• Bug fixes to improve stability and performance 8.10.0 May 19 What’s new in this release
• Updated app visuals to better align with our company branding
• Bug fixes to improve stability and performance
• Technical enhancements for a smoother overall experience 8.9.0 Mar 12 This update includes technical enhancements and minor bugs fixes. Thanks for using Morningstar for Advisors! 8.8.0 08/25/2025 Updated fonts for a fresh, consistent look across the app
Behind-the-scenes tech upgrades for better performance
Bug fixes to improve stability and user experience 8.7.2 05/29/2025 1. Updated fonts for a fresh, consistent look across the app
2. Behind-the-scenes tech upgrades for better performance
3. Bug fixes to improve stability and user experience 8.7.0 05/27/2025 Technical enhancements and bug fixes 8.6.0 04/10/2025 Technical enhancements and bug fixes 8.5.0 03/21/2025 Technical enhancements and bug fixes 8.4.0 09/24/2024 Technical Enhancements and Bug Fixes 8.3.1 02/08/2024 Technical enhancements 8.3.0 11/08/2023 Technical enhancements and bug fixes 8.2.0 08/22/2023 With this release, we are introducing the Voice Search feature! With this enhanced convenience of hands-free experience, you can now search Clients, Groups and Portfolios from your Advisor Workstation account. You can also make a security search. 8.1.0 06/07/2023 Morningstar has united its two forward-looking managed investment ratings—the Morningstar Analyst Rating and the Morningstar Quantitative Rating—into a single rating: the Morningstar Medalist Rating. The process of how we assign the Morningstar Analyst Rating or Morningstar Quantitative Rating remains the same. With the launch of the Medalist Rating, the presentation of the ratings and united name will now more clearly display the mix of analyst and algorithm input to each investment’s rating. 8.0.1 05/02/2023 Model Portfolios are now available: Display your value proposition quickly and spend more time to interact with current clients and foster new relationships

Redesigned Import Portfolio flow: Import of Portfolio digitally is completely revamped with new simplified flow that gives you all info you need in one single screen. 8.0.0 04/14/2023 Revamped Clients Screen: The modernized experience of Clients/Group listing screen, gives you a quick access to important data points upfront. The list can now be filtered and sorted. Swipe left for quick access. Tap 'Clients' tab in bottom nav
New Portfolios Screen: You can now view, filter and sort all Groups and Client portfolios. Swipe left for quick access. Tap 'Portfolios' tab in bottom nav.

Notifications Screen: The Notifications screen has now been moved under 'More'.

Improvements: Technical Enhancements and Bug Fixes 7.0.0 12/22/2022 Fixes and Enhancements: Technical enhancements and bug fixes 6.0.1 08/09/2022 Enterprise SSO : Advisors can now login into the app with their Enterprise/Institution credentials

Manual Signin : New login experience for manual signin Advisors

Gallery access for Import Portfolio : Enterprise/Institutions can now setup whether ‘Import Portfolio’ submissions should be restricted from device gallery

Morningstar Report Upgrade : Morningstar report for Stocks, Mutual Funds, Closed Ended Funds and ETFs has been upgraded to a more recent version

Fixes and Enhancements : Technical enhancements and bug fixes 6.0.0 04/01/2022 Technical Enhancements 5.3.0 11/23/2021 You can now check what new features and enhancements have been rolled out in the latest version. This can be accessed from 'More' > ''What's New' under 'App Info'
We are working hard to build even higher quality products for you and value your feedback. You can now tell us anytime and any number of times, how you are feeling about the product. This can be accessed from 'More' > ''Share Feedback' under 'Contact Us'.
Portfolio holdings with Ticker/Symbol explicitly called out in a separate column will be processed with a higher success probability. Try submitting it via the Camera icon in the header.
Some library upgrades, technical enhancements and bug fixes 5.2.0 10/27/2021 Morningstar for Advisors now includes the Morningstar Portfolio Risk score for client portfolios and key investment universes that you research. Utilize this during client meetings to provide a clear visual that explains how different investment decisions impact risk level 5.1.0 08/23/2021 'Morningstar for Advisors' is now available in Canada 5.0.0 07/23/2021 IDA notifications, Use PDFs offline, Returns as of last update, boarding screens,
On boarded Wells Fargo for IDA are among many other features and fixes that are a part of this release. 4.4.0 04/23/2021 Frictionless way for SSO Users to sign-in 4.3.1 04/16/2021 Technical Enhancements. 4.3.0 03/31/2021 SSO: Existing AWS SSO users can now sign in into the mobile app if access to the app is turned on by their Firms
New IDA Screen: The IDA status now auto refreshes and gives status of securities imported
Newly onboarded custodian: Pershing (4 samples)
'Keep Signed In' feature now will be governed by Firms
Tech enhancements and Bug fixes 4.2.0 12/14/2020