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