Helping businesses choose
better software since 1999
better software since 1999
Guides & Research
Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
Morningstar Office is portfolio management software for registered investment advisors. The software integrates independent investment research and analysis from Morningstar with tools to manage client relationships, build portfolios, and automate reporting. Key features include client relationship management, tax-aware trading and rebalancing, fee billing, and risk assessment capabilities. Morningstar Office aims to help advisors validate investment recommendations while streamlining back-office tasks.
Provider
Morningstar
Located In
United States
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Support
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base
Portfolio management software for businesses engaging in account analysis, security research and screening, tax-aware rebalancing, portfolio construction, what-if analysis, and more.
Content Source: Morningstar Office Cloud
Green rating bars show the winning product based on the average rating and number of reviews.
