Introduction to Morningstar Office SM Cloudmorningstardirect.morningstar.com/clientcomm/O...The...
Transcript of Introduction to Morningstar Office SM Cloudmorningstardirect.morningstar.com/clientcomm/O...The...
©2018 Morningstar, Inc. All rights reserved.
Rahul Ravikrishnan, Senior Product Manager, Institutional Software
Introduction to Morningstar Office SM Cloud
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Evolution of Modern Advisor
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The Evolution of Advice
Redefine and elevate the value of their advice.
Understand what truly matters to investors.
Always work in every client’s best interest.
Strive for efficiencyby sensibly integrating technology.
The goal-based financial services that today’s clients expect require a new type of practice.
To find success, modern advisors must:
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Challenges for Today’s Advisors
Changing InvestorExpectations
DisparateTechnology Solutions
Increased Regulatory Uncertainty
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Introducing Morningstar Office Cloud
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Introducing Morningstar® OfficeSM Cloud
For modern advisors who are transforming their practices, Morningstar OfficeSM Cloud provides an end-to-end solution aligned to advisors’ workflow in one platform, powered by Morningstar’s leading data and research.
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Helping Advisors Be Advisors
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Support For Your Daily Work
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Data You Can Trust
Client Web PortalRealtime Data UpdatesPerformance ReportsDocument VaultTablet Access
Research AnalysisNews & CommentaryClient Analysis Client Proposals/PresentationsPlanning Portfolio CreationRebalance /TradingBillingCRMTablet Access
Account /HouseholdPerformance
Report TemplatesInvestment ResearchModel Portfolios
Pershing
DST
ByAllAccounts/Morningstar
Custodians Automated / Semi-Automated Collection & Processing
AggregationScrubbingAccount CreationHouseholdingSecurity Data
Back Office/Data Source Firm Level Advisor Experience Client Experience
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Solutions to Simplify Your Workflow
Leverage fully integrated capabilities to save time and reduce errors.
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Practice and Portfolio Management
Analyze your investment lists through the lens of Morningstar’s proprietary data and ratings database.
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Investment Lists
Know your clients’ exposure across all investment types with a single click.
View all the underlying transactions for your accounts, sort and search through them, or export for additional analysis.
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Transactions and Securities in Practice
Compare your clients’ current portfolios against custom benchmarks and model portfolios to inform and support your recommendations.
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Custom Benchmarks and Model Portfolios
Access all of your generated reports in one place to simplify your workflow.
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Report Management
Our research portal can connect you to all the research from our global analyst team—one of the largest in the world—with curated content for the latest and most timely analysis.
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Research Portal
The research portal is optimized for your mobile device, giving you the ability to consume Morningstar research on the go.
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Research at Your Fingertips
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How new features make their way to the product
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RoadmapSep-Oct Nov-Dec Q1 2019 Q2 2019
Portal – Overview and Net Worth
Planning – Goal based Investment Planning
Reporting –• Archiving Reports
• Filtering and better searching for Reports• Batching of custom reports
• Custom Asset Classes flowing into Reports
Billing –• Additional billing methodologies (Blended rates, bill on
performance, adjustments, exclusions)
Integrations –• Convert to CRM (Redtail)
• Single Sign on to Rebalancer (TRX)
Research –Model Portfolio Analysis
Portal – Personal Financial Management tools
Integrations –• RIA in a BOX
• Rebalancer UI upgrades• 3rd Party Models in Rebalancer
Integrations –• Additional /Deeper with Planning Tools
• E-money, Right Capital• Office APIs
Integrations –• Salesforce
• Custodian Integrations
Practice/Admin –• Advisor Impersonation
Practice/Admin –• Practice Dashboard (Global
AUM)
Practice/Admin –• Practice Dashboard (Global
Performance)
Practice/Admin –• Compliance Corner
• Excel Add-in
Research• Carbon Metrics
• ESG
Research –• Risk Model• Hypo tools
Reporting –• X-Ray Reports
• Additional Presentation Studio Components
Billing –• Admin level tools
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Client Web Portal – real-time client engagement
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Personal Financial Management
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Personal Financial Management
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Planning/Proposal Generation
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Planning/Proposal Generation
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Model Management/Analysis
Globally monitor, manage and rebalance client portfolios with a focus on tax efficiency.
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Rebalancing and Trading
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Model Management/Analysis
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Community