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flplanning
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Display Client Groups

Does Morningstar Cloud have the functionality to display and modify Client "Groups" created in Morningstar Office?  If so, where is it found as I have been unable to locate; if not, is there a timetable to add it?

Thanks!   Ed

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afrange Product Manager
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Re: Display Client Groups

Hi Ed, thanks for reaching out. Office Cloud does have groups enabled for billing workflows. However, the program does not yet have groups for reporting workflows. (By groups I mean creating a group of accounts across several different client records.) We have a tentative plan to build groups for reporting purposes in the first half of 2019. Thanks

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