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
Back Office Services
Morningstar Office subscribers can turn to Morningstar® Back Office Services to conveniently manage their entire portfolio accounting system. Partnering with Morningstar means there’s no need to maintain staff for labor-intensive record keeping tasks. We work as an extension of your firm, under your direction and terms, to provide end-to-end services that include importing transactional data from your custodian, inputting private client securities, and reconciling all daily account transactions so Morningstar Office is ready with up-to-date client data when you log in each day.
Streamline back office processes
Import and reconcile transactional custodial files and create user-defined securities
Initialize new accounts
Merge client accounts to organize as households
Leveraging Morningstar’s expertise in data management helps advisors grow their practice by focusing resources on their own core capabilities, such as security selection, marketing, and relationship management.
Automate account reconciliation
All transactions are automatically downloaded
View current account information in Morningstar Office
Our staff downloads and processes transactional account data from your clients’ custodians. This information is automatically reconciled in Morningstar Office daily.
Convert client data from current systems (available separately)
Import complete transaction history and cost basis information (if available)
Seamlessly transition from existing databases
Also available to advisors, Morningstar Office can support complete database conversions from Advent Axys®, PortfolioCenter® (formerly Centerpiece), and Principia® CAMS (formerly dbCAMS).
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Product Fact Sheets
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Video Overview
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Technical Requirements
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