With this integration between Morningstar Office and HiddenLevers, subscribers of both tools will be able to import accounts into HiddenLevers to perform risk and stress tests against Client accounts.
To import your Client Accounts from Morningstar Office into HiddenLevers, complete the following steps:
Log in to HiddenLevers using your e-mail address and password.
Click Portfolio Import.
From the Sync Portfolios box, select Morningstar. A dialog box will open.
From the Import Portfolio dialog box, select Morningstar Office.
Type your Morningstar Office e-mail address and password.
Click Activate.
To view your imported accounts, click Continue to your portfolios.
Your complete list of clients and accounts will be available on your Dashboard. Hover over any Portfolio and click on the Analytics drop down menu to perform Stress tests and view risk data that might affect your clients' portfolios.
HiddenLevers Integration Overview
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