"Morningstar Office fits ideally into our sales process and ongoing operations. We can meet with a prospective client and come back looking like an all-star. And when a current client calls and asks, 'How am I doing, year to date?' most brokers will say they have to get back to you. But when our clients call—boom—performance reporting is at our fingertips."

- Joseph Alexopoulos, Aequitas Wealth Management, LLC
Read Aequitas's full story here.

"There is no other reporting tool that does what Morningstar Office does. I would have saved $50,000 in the first year, if I had used Morningstar Office and its Back Office Services team. And that figure doesn't fully represent the benefits to my business because it doesn't take into account the fact that my staff is happier, my customers are happier, and, as a result, I’m happier."

-Mike Bradley, Bradley & Company LLC
Read Bradley's full story here.

"We were looking for a seamless integration of all of our past performance and cost basis data to a system we could use efficiently, simply, and with real impact in our communications with clients. Our previous experience with Morningstar gave us the confidence that they could deliver on their promises."

-Mark Hall, Strategic Investment Advisors
Read Strategic's full story here.

"Morningstar Office provides an end-to-end, comprehensive solution that allows an advisor to manage an entire practice focused on the client’s entire net worth, regardless of where assets are custodied. The center of my practice has always been providing comprehensive and objective advice, regardless of where assets are held. Morningstar Office is crucial in helping me achieve that mission."

-Jill Curran, Prospect Financial Group, LLC
Read Prospect's full story here.

"Individualized service is very important to our clients. Each client’s needs are specific to them—as are their expectations. Morningstar Office allows us to provide true customization for the modeling of an investment portfolio."

-Kevin Davis, Davis & Wehrle LLC
Read Davis and Wehrle's full story here.