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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.