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
Integration Capabilities
Morningstar Office takes the time and trouble out of managing client and portfolio data. With connections to major custodians and through our Morningstar® ByAllAccounts aggregation service, you can bring in all your client data and run analytical and performance reports. Our web services allow you to seamlessly integrate Morningstar’s data, tools, and reports into third-party CRM and financial-planning systems, and more. These integrations help advisors save time and better serve their clients.
What you can do:
Get seamless access to data, tools, and reports
Client Aggregation
Morningstar ByAllAccounts
CRM
Redtail
Junxure
Planning
MoneyGuidePro®
Advicent
Finance Logix
eMoney Advisor
Money Tree
Rebalancing
TRX
Tamarac
iRebal
RedBlack
BlazePortfolio
TradeWarrior
Custodians
TD Ameritrade
Schwab
Work with consistent client data
Conduct effective analysis with the most up-to-date information
Reduce errors associated with manual data entry
Prepare client documents in less time
Client files are updated in real time, so advisors can get access to the most current information when analyzing portfolio performance, creating new asset allocations, and researching investments. Not only does the automatic data integration save time for advisors, it can also reduce errors and increases data consistency across an entire organization.
Depend on sound data security
Benefit from industry-standard encryption
Protect your data via backup systems
Client data in Morningstar Office is kept safe and secure. Morningstar servers employ the rigorous encryption standards,
128-bit Secure Sockets Layer (SSL) protocol, that banks and credit card companies use when transmitting data over the Internet. All data saved in Morningstar Office is backed up daily, on servers in multiple locations. Redundant servers become active in the event of a disruption so service remains continuous.
Take Action
Schedule a Sales Appointment
Download Product
See It Work
Watch a Product Demonstration
Sample Reports
Product Tutorials
Video Overview
Proof
Client Stories
Learn More
Product Fact Sheets
Methodology Documents
Customer Support
Technical Requirements
Training
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