Upcoming Live Webinar: How Advisors are Reducing Complexity and Streamlining Processes with Asset-Map and Morningstar Office

Creating a best-in-class client experience starts with making complex financial information intuitive and easy to understand.

In this webinar, the Asset-Map and Morningstar Office teams are joined by advisors who will share how they're building meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.

Leaders from each team will also preview how the new Asset-Map and Morningstar Office integration lets you:

• Quickly create new households or update existing households with the synchronization tool

• View associated data found in the client's Morningstar Office profile

• Share a copy of any previously generated Asset-Map Report directly to Morningstar Office