U.S.A.
Morningstar Office
All-inclusive advisor portfolio management software.
Overview
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
Reporting and Document Management
Morningstar Office features extensive reporting capabilities for developing presentations, advising clients, and presenting performance results. Best of all, the client-ready reports are full of the Morningstar analytics that investors understand and look for, including the Morningstar Rating™, the Morningstar Style Box™, and Morningstar Sectors. With the secure Client Web Portal and document vault, you can safely store all reports and files to comply with industry regulations and offer a convenient way for your clients to view them online.
What you can do:
Create professional documents
Create well-illustrated, colorful reports with iconic Morningstar graphics
Generate Adobe PDF files for easy printing and distribution
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Most of our reports are FINRA-reviewed, and all can be generated as PDF files to share with clients and prospects in person or online.

View a complete list of reports here
Save time with batch reporting
Create several individualized sets of reports at one time
Email reports to clients directly from Morningstar Office
Generate reports as PDF or Word documents
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Morningstar Office’s batch reporting feature automates an otherwise time-intensive process, saving advisors hundreds of hours. They can specify the elements to present in the reports, determine when to run the reports, and which clients or groups of clients will receive them. Morningstar Office takes care of the rest. Reports can be emailed directly to clients, archived, or posted to the Client Web Portal.
Safely store client communications online
Access reports, inbox and sent emails, calendar items, and notes
Retain and retrieve up to six years of records
No additional hardware or software is required
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Morningstar Office’s archive service makes it easier to save and find past client correspondence and information. The standard Morningstar Office subscription includes access to archived communications.
Post client documents to customized Client Web Portal
Post client reports online, individually or in batches, for easy access
Save multiple document types, including Word, Excel, and PDF files
Email your clients after you post the reports or add a link to the portal from your own website
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The Morningstar Office Client Web Portal makes it easy for advisors to quickly and safely share reports and other account information. Clients can log in securely with an email address and password to view the documents at their convenience. Paperless statements are secure and easy to generate, providing faster reporting for clients, significant cost savings, and a greener option for an advisor's practice.
Take Action
Schedule a Sales Appointment
Download Product
Get Purchasing Information
See It Work
Watch a Product Demonstration
Sample Reports
Product Tutorials
Proof
Client Stories
Learn More
Product Fact Sheets
Brochures
Methodology Documents
Video Overview
Customer Support
Technical Requirements
Training
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