Top advisors know that collecting actionable data about their clients’ financial picture is key to delivering exceptional service and informed advice. But the process can be manual, time consuming and error prone.
In this webinar, you’ll learn how you can harness the power of user-permissioned financial and tax data to take your advisory services to the next level. We’ll show you how you can automate the gathering of key data elements about your clients by leveraging Morningstar ByAllAccounts aggregation services and Tax Status IRS data. With streamlined permissioning and auto-populated workflows, you'll spend less time gathering data and more time delivering impactful advice.
By attending this webinar, you will learn:
- How to easily embed our account linking experience across your workflows -giving your prospects and clients an easy was to share their account and tax information with their advisor
- How the data can be used in your client portal, helping your clients organize their financial lives and tax information
- How our data can auto-populate your various workflows streamlining your processes and optimizing your time, so you too can focus on what really matters: providing the best advice to your clients
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Senior Product Manager
ByAllAccounts, Morningstar Wealth
Diana Britton - Host