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Please see the announcement "Quarter-End Reporting Classes and Tips" under the "Home" tab for information on year-end reporting and best practices. In addition, In the fourth quarter, Morningstar Office℠ will be integrated with Redtail CRM, the web-based client management solution. Users who upgrade to the new Redtail CRM user interface can have access to certain Morningstar reports, tools, and data directly within Redtail. This integration simplifies your practice by providing seamless access to Morningstar information while you manage your client account details, allowing you to save time and better serve your clients. View the announcements page for more information.
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