eMoney Integration Video - This video presents a summary of the eMoney integration and how it works with the Morningstar Office data and reports.
This topic provides an overview of Morningstar Office’s integration with eMoney Advisor.
The following topics will be discussed:
eMoney Advisor is a planning and aggregation tool used by RIAs and Broker Dealers. In addition to the planning tools, eMoney also includes a popular client vault for report storage and management.
How does this integration affect me?
With this integration, existing eMoney Advisor subscribers can now access the following Morningstar reports:
Security Reports:
Quicktake report for Mutual Funds, Stocks, ETFs, and Closed-end Funds.
Note: This report is available to all eMoney subscribers.
Investment Detail report for Mutual funds, Stocks, ETFs and Closed-end Funds.
Note: This report is only available to eMoney subscribers who also license with Morningstar Office.
Portfolio Reports:
Portfolio Snapshot report
X-ray report
Stock Intersection report
Note: These reports are only available to eMoney subscribers who also license with Morningstar Office.
How do I access Morningstar Reports from eMoney
To access Morningstar Reports from eMoney, complete the following steps:
Log in to eMoney using your eMoney e-mail and password.
From the landing screen for eMoney Advisor, select the Applications menu.
Click on Morningstar Office.
The first time you access integration features, enter your Morningstar Office login credentials. After your first log in, you will not be asked to enter Morningstar Office credentials again.
From the Getting Started with Morningstar page, follow the instructions to access the following Morningstar Reports.
To access Security reports, including the Investment Detail Report and Quicktake, follow the instruction listed under Research & News:
To access Portfolio Reports, including: the Portfolio Snapshot, Stock Intersection and Portfolio X-ray reports, follow the instructions listed under Reports and Client Overview:
Who do I contact for eMoney support?
Contact eMoney’s dedicated Client Engagement Team staffed for integration support questions. Phone: 888 362-8482 or e-mail: customerservice@emoneyadvisor.com.