Morningstar Office's Home page gives you a quick overview of your practice and quick links to key features.
Practice Summary
Total Active Clients Number of active clients.
Total Prospects Number of prospects.
Avg Balance per Client Average dollar balance of active clients.
Avg Proposal Size Average dollar value of proposals.
Total AUM Total assets under management.
Quick Start
New Activity Click to enter a new e-mail, appointment, note, task, or contact.
New Alert Click to enter a new client or security alert.
New Client Click to enter a new client.
New Prospect Click to enter a new prospect.
New Search Click to create a new search in any investment universe.
Recent Clients and Prospects
The five clients and prospects that have been accessed most recently, and the date of access.
Top Securities in Practice
The top five securities in your overall practice, listed with the total assets ($) in your practice and the security's YTD return.
Alerts
If you have set the five alert types listed below on the client, account, or security level, and they have been triggered, you will be notified on this page. How many of the alert type triggered and the total of type entered are listed.
Name Change
Manager Change
Rating Change
Administrative Action
Account/Price Threshold
Appointments
Your upcoming appointments are listed here.
Market Barometer
The Market Barometer displays index return information for both Morningstar and market indexes over a range of time periods. Returns can be viewed either trailing or annually. The heat map visually charts return information for a range of investment styles.
Morningstar Analysis
A link to the latest quarterly commentary, as well as the four most recent fund and stock analyses written by our analyst team.