Welcome to the Morningstar OfficeSM Cloud Training Program, designed to help managing partners and administrators get started with learning materials relevant to their daily work.
Week 1 (Core Fundamentals)
Get an overview of Morningstar Office Cloud to understand how the components interact with each other. Learn about the latest curated research insights and how to set up and manage client accounts and portfolios.
Week 2 (Reporting)
Create compelling custom client reports to communicate findings and tell your story. Learn about standard report options and batch reporting to generate automated PDF client reports.
Week 3 (Billing)
Learn how to calculate fees and create a Billing Summary for your clients.
Week 4 (Additional Skills)
Pick up additional skills like building lists, screening for specific investments, and creating custom data views relevant to your analysis. Create and apply model portfolios and custom benchmarks. Learn about the Client Web Portal.
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