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
Practice Management
The customizable Home area presents an overview of your entire practice—with client and prospect information, assets under management, top securities, alerts, and appointments—making it the starting point for a day's work. You can also access market information and recent Morningstar analysis, and tap into an extensive client-ready Presentations Library, complimentary support, education, and training resources.
What you can do:
Manage a practice and boost productivity
View current market trends with the Morningstar Market Barometer and read analyst reports
See practice summaries, top securities, and recent clients
Receive investment alerts that affect clients
Customize settings to reflect the way your practice functions
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As a web-based advisor practice management system, Morningstar Office maintains accurate and timely information for your practice. The system is an end-to-end solution that helps independent advisors boost their productivity and work more effectively to grow their business.
Access extensive independent analyst commentary
Quickly view the latest Morningstar Quarterly Market Commentary, Fund Analyst Picks, and every commentary published in Morningstar® Mutual Funds™
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The Home area in Morningstar Office is a central location for timely investment information and Morningstar commentary.
Participate in complimentary support and training
Register for free online training classes or watch pre-recorded sessions
Download quick help videos and detailed how-tos
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Advisors can quickly get up to speed using Morningstar Office and discover the latest features to help manage their practice more effectively. Live classes allow advisors to learn in an interactive environment, while taped sessions provide a rich archive of training resources to complete anytime.
Enhance client discussions
Clarify complex topics with pre-written speaker’s notes
Share FINRA-reviewed Microsoft® PowerPoint® presentations and brochures with clients
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The Presentations Library in Morningstar Office provides a collection of ready-to-use communication resources that can make client interactions more effective. Specialized PowerPoint presentations introduce time-tested investment principles and address current market concerns. Client handouts available as PDF documents explain common retirement risks.

Click here to view a list of Presentation Library topics. 
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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