This topic provides an overview of Morningstar Office integration with Money Tree Total Online software.
The following topics will be discussed:
What is Money Tree TOTAL Online?
Money Tree TOTAL Online improves the planning process for advisors with its easy to understand data input, backed with industry-proven calculations and reports. Advisors can create, collaborate, and deliver financial plans anywhere, anytime thanks to the cloud-based platform.
How does this Integration affect me?
This integration allows you to access your Morningstar client data in TOTAL Online, streamlining the process of entering current asset information to create and update financial plans.
What type of information will be pulled into TOTAL Online?
The information being passed to TOTAL Online includes account name/number, holding name, ticker, shares, price, market value, and cost basis.
How can I subscribe to TOTAL Online?
If you would like to subscribe to TOTAL Online, contact them at 877 421-9815 ext 4, or via e-mail at sales@moneytree.com.
Who should I contact for integration support?
Morningstar subscribers should contact Money Tree at 877 421-9815 ext 0 via e-mail at support@moneytree.com for any issues.
Importing Account Data into Money Tree TOTAL Online
See Also