New Member Import Function
Morningstar Office now allows you to import data from Microsoft Excel spreadsheets to the Members area of the Client Profile. You can import new member information in an existing household, or update an existing member’s information.
Note: The spreadsheet must be an .xls or .xlxs file.
New Export to Third Party Rebalancing Software
Morningstar Office has added a new export feature that allows users to export account holdings and open tax lots information from Office into an XML file, which can be uploaded to third- party rebalancing software such as iRebal, Total Rebalance Expert (TRX) and TradeWarrior. The tool will export data at the practice level. This feature is available upon request.
Enhancements and Maintenance
This release also contains other enhancements and routine maintenance to existing features and functions.