| | | | | Morningstar Office Training | | | |
Every month, the Morningstar Office Training Manager offers several free online training classes to help you make full use of your Office subscription.
The same 6 introductory training classes are held twice each month, while the advanced trainings offered differ from month to month. Browse the class offerings below and click register to sign up to attend an online class
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| | | | | | | | | Introductory Training Classes | | This series of six training classes is held once or twice each month and is designed to get you grounded in the basics of using Morningstar Office.
1 Clients, Accounts and CRM Tools
Learn how to use Morningstar Office to keep track of your clients and their investment portfolios. We’ll cover how to edit clients and accounts after importing, and use CRM tools such as the Note and Task Managers and the Client Web Portal.
2 Reports
Find the reports that communicate what you want to say. We’ll explore the many reports that Morningstar Office has to offer, from data-driven analytical reports and investment graphs to portfolio performance reports. We’ll also demonstrate how to use Report Studio to design custom reports.
3 Billing
Whether you calculate fees based on balance or performance, flat fee or security type, Morningstar Office can accommodate your billing needs. Learn how to configure your management fee settings, run fee calculations and generate billing statements to send to your clients.
4 Quarterly Communications
Learn how to simplify your client communications by using Morningstar’s Batch Reporting feature to generate multiple reports automatically according to your own schedule. We’ll also cover how to customize your Client Web Portal and post reports for clients to view and download.
5 Investment Research
Morningstar Office is your portal to Morningstar’s vast investment database. Learn to run effective searches, generate charts and reports and organize your results into investment lists and model portfolios.
6 Investment Planning
We’ll demonstrate how to use the comprehensive investment planning tool to analyze clients’ risk tolerance, optimize investment portfolios and determine probability of success using the Monte Carlo Simulation.
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| | | | | | | | | Advanced Training Classes | |
Each month, we offer a rotating selection of advanced training classes, which build on the basic skills acquired in the Intro sequence. The advanced classes offered this month are listed below.
1
Introduction to Report Studio
This training class will provide a in-depth introduction to the new Report Studio module. Learn how to design a custom report and then generate your report for multiple clients at once through our integration with the Batch Reporting module.
2
Importing Client Data
This training will provide an overview of the many ways you can take advantage of the data import feature in Morningstar Office. We’ll demonstrate the process for importing standard custodial data files as well as some alternative options, including using Excel to import transactions, security information, and price histories. In addition, we’ll look at how to import historical return data when transactional data is not available.
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