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Morningstar Office Quarterly Update
Q1 / 2021
 
To make the most out of your subscription, explore the latest enhancements to Morningstar Office. You can also attend the Q1 Morningstar Product Release Roundup webinar on April 29 to learn more about these features.
 
4U Engage integration
4U Engage is a digital marketplace providing access to product and marketing resources from a variety of investment companies in one, centralized location.
 
 
Schwab Move Money Integration
Morningstar Office Web subscribers who hold custody at Schwab now have access to Schwab's Move Money eApproval without leaving the platform.
 
 
Morningstar Analyst Rating for Model Portfolios
Morningstar is the first independent research firm to offer qualitative, forward-looking ratings for models. Stay up to date on Model Portfolio Research and join us for an informative session on about the Model Portfolio landscape and the expansion of the Morningstar Analyst Rating into the model portfolio space in May!
 
 
New Interactive Charts available in Desktop access
A new sub-menu is available from the Interactive Charts menu, offering a series of web-based charts that are more dynamic and allow you to see any changes made in real time. These interactive charts offer visualizations to help analyze performance and assess risk to inform your decisions.
 
 
Now Available: Morningstar Goal Bridge
Goal Bridge is a planning and investment proposal tool designed to combine goal-setting and investment planning into a single workflow. Already included in your Morningstar Office Web subscription, Goal Bridge is accessible for all existing and future clients and prospects, allowing you to create, manage, and store goal plans without leaving the platform.
 
 
Diversity, Equity and Inclusion Topic
The Diversity, Equity and Inclusion topic is now available in the Topics section of Morningstar Research. This topic includes research, commentary and data on the state of diversity, equity and inclusion in financial services.
 
 
Build your Knowledge
We offer a range of ways to learn about Morningstar Office including training resources best-suited for your role, product training events, and more.
 
 

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