Upcoming Virtual Events
Whether you’re new to Morningstar Office or looking to enhance your skillset, we’ve got you covered. Each quarter, Morningstar hosts events to help you learn about the various features of Morningstar Office. Attend a webinar for step-by-step instructions on completing various workflows. And, join us for monthly Office Hour sessions (last Thursday's of every month) to learn about new features, meet product experts or participate in panel discussions.


Exploring Morningstar Research and Additional Resources
- Creating Client Bills in Morningstar Office Web | June 16
- Creating Performance Reports in Morningstar Office Web | June 17
- Office Hours: Leveraging the Client Web Portal during Quarter-end | June 24
On Demand Events
Watch past events on demand and learn more about additional Morningstar offerings.
Want to Learn More?
Access Morningstar Research & Solutions for upcoming webinars, hosted by our Research team.
Resources
Become a Morningstar Office power user and bookmark Morningstar Office Web for easy access.


 
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