Client Management Session Guide
Client Input
In the Data Input session, review the options for inyesputting client and account data into Morningstar Office, from manual entry to importing data from custodians. Also, learn how to save and edit key client profile information.
Billing
In this session, receive a step-by-step tutorial on the billing process—from creating management fees to generating billing summaries and fee files for distribution to clients and custodians.