Home

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.

 

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.