by Carolyn Rothwell on August 3, 2015

Announcing TOTAL Online's integration with Morningstar Office


Money Tree Software’s TOTAL Online is now integrated with Morningstar OfficeSM, Morningstar’s complete practice and portfolio management system. This integration allows you to access your Morningstar client data in TOTAL Online, streamlining the process of entering current asset information to create and update financial plans.

Morningstar_TOTAL_OnlineUsing TOTAL Online’s integration with Morningstar Office, advisors can quickly and easily access current asset information to jump-start data entry for creating or updating financial plans. Advisors can now seamlessly access Morningstar client data, including:

    - Account Information
    - Balances
    - Positions

View the TOTAL Online Integration with Morningstar® guide to walk through the simple steps of accessing asset information using the web-service integration.

Visit www.moneytree.com/morningstar to learn more about TOTAL Online, Morningstar and the new integration to streamline your planning.

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.