Morningstar Office
All-inclusive advisor portfolio management software.
Practice Management
Portfolio Management and Performance Reporting
Client Management
Investment Planning
Investment Research
Reporting and Document Management
Back Office Services
Integration Capabilities
Morningstar for Advisors iPad App
Client Management
The powerful diagnostic tools and customer relationship management (CRM) features in Morningstar Office make it easier to build and strengthen client and prospect relationships. Advisors have instant access to all of their important client information from one central location and can organize accounts, keep track of important appointments and to-dos, and send batch reports and proposals directly to clients.
What you can do:
Manage client and prospect information
Foster strong relationships and build new ones with powerful CRM features
Manage your calendar and send emails
Collaborate with other advisors and staff members using permission control
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Morningstar Office includes a client management program that can easily consolidate client data from other investment tools. Import client information directly from Microsoft® Outlook®, ACT!, Goldmine, and other systems to gain efficiencies by housing all client data in one secure platform.
Import client data
Easily import client information for research, analysis, and monitoring
Save time and reduce errors by eliminating the need for manual data entry and reclassification
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Subscribers can import data directly into Morningstar Office from these systems:

Advent® Axys®
AdvisorPlatform™ (eMoney Advisor, Inc.)
AdvisorLynx (Orion Advisor Services)
Advisors Assistant™ (Client Marketing Systems)
Albridge™ Web Services
Captool® Professional Investor
Centerpiece®/PortfolioCenter™ (Schwab Performance Technologies™)
Client Data Systems® (E-Z Data)
DST Vision™
Fidelity Advisor CHANNEL®
First Clearing
FTJ Fundchoice
INSCOMM® (INSCOMM Software, Inc.)
Intuit® Quicken® (versions 2000 and higher)
LPL Universal®
Microsoft® Excel®
Microsoft® Money
Microsoft® Outlook®
Morningstar® Principia®
Pershing® InfoDirect®
PNC Global Investment Servicing (formerly PFPC SuRPAS)
PNC Global Investment Servicing DAZL Data
Principia® CAMS
Raymond James®
TD Ameritrade®
Tower Square Securities®
Trust Company of America
Walnut Street Securities

Take Action
Schedule a Sales Appointment
Download Product
Get Purchasing Information
See It Work
Watch a Product Demonstration
Sample Reports
Product Tutorials
Client Stories
Learn More
Product Fact Sheets
Methodology Documents
Video Overview
Customer Support
Technical Requirements
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