Increase Your Efficiency with the Asset-Map + Morningstar Office Integration

The Asset-Map + Morningstar integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations.

 

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Features Overview

 
 
 

Ease of Use

Quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and Morningstar integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.


 

Individual Client Data

View and create household members with associated data found in the client’s current profile on Morningstar Office.

The partner tab displays additional related details, directly from the Morningstar Office platform, for quick reference as well as a link back to the source data within Morningstar Office.


 

Share Reports

Seamlessly share a copy of any previously generated Asset-Map Report directly to Morningstar Office for review, reference, or publishing at the click of a button.