Investwell has an add-on module for Morning Star. To get this enabled please contact Morning Star and ask them to enable this.
They will send us an intimation after which we will enable this excel export for you.
Both the Online Viewer and the Desktop module have this integration.
A. Online Viewer Module.
In the IFA Admin login, you will find an icon for Morningstar . Click the same, and then input the Credentials provided by Morningstar for this integration.
Then select one more applicants or families, and click in SYNC WITH MORNINGSTAR button.
That is it.
Then Login into Morningstar and follow the instrcutions there to import this data and view reports.
B. Investwell Desktop module :
This provides an Excel export for each Investor. This file can be easily imported in Morning Star Advisor Workstation.
To view a client's data in Morning Star please go to their Profile from Client Query option from the top menu bar of Investwell
Here, search for the client name and press the A button on the left of that client.
Now, a profile opens of that investor. This contains the important details of that client. On the left side of this screen, find the Morning Star export button.
Thank you.