Morningstar Office
All-inclusive advisor practice management software.
Sample Reports
Morningstar Office features a full range of easy-to-generate reports to use in presentations, proposals, and client communications. Many are FINRA-reviewed and can be accessed by clients online. Use the links below to view some of the types of reports that are available.
Popular ReportsView reports 
Investment ResearchView reports 
Portfolio AnalysisView reports 
HypotheticalView reports 
PortfolioView reports 
PerformanceView reports 
Fixed IncomeView reports 
PlanningView reports 
Practice ManagementView reports 
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