INTEGRATE MORNINGSTAR OFFICE WITH NITROGEN
Nitrogen + Morningstar
Morningstar Office and Nitrogen enable you to manage portfolios while you keep client profiles and custodial data up-to-date across systems.
Start with the power of Risk Alignment…
With the Morningstar Office integration, you can seamlessly sync clients and custodial data from Morningstar into Nitrogen making it easy to tap into the Risk Number and the sophisticated analytics you ned to win clients and prospects.
…and dive deeper into your research with Morningstar Office.
Once clients know their Risk Number and have bought into their strategy, you can take it one step further with Morningstar Office. Bring your custodial data from Morningstar Office and sync it directly into Morningstar to dive deep into your analysis.
Integration includes:
- Link Morningstar Office accounts to new and existing Nitrogen client profiles.
- Sync custodial data into Nitrogen
Learn More
To learn more about the Nitrogen and Morningstar Office integration, visit our knowledge base article.
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