The Client Web Portal (CWP) allows you to post reports and other files to a secure website, which you and your clients can access. If you leverage the batch reporting feature in Morningstar Office, this offers a quick and easy way to quickly put information into your clients’ hands.
You also have the option of allowing your clients to post files to the CWP. These could be either items for you to see, or files for their own reference.
See Also
Configuring / Designing the Client Web Portal
Administering Access and Use of the Client Web Portal
Posting Content to the Client Web Portal