Taper | Une variante | ||||
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5.1.0 30000613 APK | |||||
Taille: 66.46 MB Certificat: da50e698064557a887f42c87d7a38c25c15c41ca Signature SHA1: 0d4daa2feba3237b232a702187b14883e625a06e Architecture: universal Écran PPP: ldpi (120dpi), mdpi (160dpi), hdpi (240dpi), xhdpi (320dpi), xxhdpi (480dpi), xxxhdpi (640dpi) Dispositif: laptop, tablet, phone | |||||
5.1.0 30000613 XAPK | |||||
Taille: 6.62 MB XAPK: 82.5 MB Certificat: da50e698064557a887f42c87d7a38c25c15c41ca Signature SHA1: a66f09d7807bdc05c6c363d719deffa78cfd987f Architecture: universal Écran PPP: ldpi (120dpi), mdpi (160dpi), tvdpi (213dpi), hdpi (240dpi), xhdpi (320dpi), xxhdpi (480dpi), xxxhdpi (640dpi) Dispositif: phone |
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Télécharger Morningstar for Advisors APK gratuit
A mobile companion for Morningstar® Advisor Workstation℠
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 [email protected] to get in touch.
• 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 [email protected] to get in touch.
Montre plus
Quoi de neuf
Morningstar pour Conseillers comprend maintenant le Score de risque du portefeuille pour les portefeuilles de clients et les univers de placement que vous recherchez. Servez-vous en lors des rencontres avec vos clients pour leur montrer clairement comment diverses décisions de placement peuvent avoir un impact sur le niveau de risque.
Plus d'informations
Mis à jour dans
2021-10-14
Taille
66.46 MB
Version actuelle
5.1.0
Nécessite Android
8.0 and up
Évaluation du contenu
Tout public
Offert par
Morningstar, Inc.
Développeur [email protected]