Building Stronger Connections with the Morningstar Office Client Portal

Presented by

Hazal Sabah

About this talk

Build client connections with confidence by leveraging research investors trust and data you can depend on. Join Product Manager Hazal Sabah to learn how you can connect with clients using an interactive portal and build stronger client connections. With the Morningstar Office Client Portal, you’ll have access to performance reporting and document sharing, branding capabilities, and customized goal plans to help your clients stay focused on their goals.

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