Welcome to the Morningstar OfficeSM Cloud Training Program, designed to help Advisors 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 how to create lists, screen for specific investments, and build custom data views. Get the latest curated research insights from our analysts.
Week 2 (Reporting)
Explore standard report options to keep your clients well-informed. Learn how to create a prospect record and quick account to track holdings and use Morningstar's powerful analytics.
Week 3 (Billing)
Learn how to calculate fees and create a Billing Summary for your clients.
Week 4 (Additional Skills)
Learn how to give clients real-time visibility into their accounts, anytime, anywhere with the Client Web Portal. Build alerts on investments to stay on top of the latest changes.
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