The Morningstar Client Web Portal makes it easy to quickly and securely share important documents with your clients 24 hours a day, 7 days a week. It can be used as a stand-alone site or the login page can be embedded directly in your firm’s website. Setup is quick and simple, and the Client Web Portal is available as soon as you activate your Adviser Workstation subscription.
The Web Portal also has the option to include detailed portfolio information within each investor’s personal portal. The overview tab proves a summary of current investments, including market values, top 10 holdings, asset allocation, and world regions. Click the graphic below for further details
