spotsaas-logo
Get Listed

Compare Assetmax vs Morningstar Office

Assetmax - Investment Portfolio Management Software
Get Quote
Get Quote
Get Quote

Overview

Description

Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client ... Read More

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and ... Read More

Entry Level Pricing
  • Not Available
  • Not Available
Free Trial Availability
  • No free trial
  • No free trial
User Ratings
Get Quote
Get Quote

Features

Total Features

0 Features

0 Features

Unique Features

No features

No features

Get Quote
Get Quote

Pricing

Pricing Option
      Starting From
      • Not Available
      • Not Available
      Pricing Pans
      • Not Available
      • Not Available
      Pricing Page

      Pricing information not available

      Pricing information not available

      Other Details

      Organization Types supported
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      Platforms Supported
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      Modes of support
      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online
      API Support
      • Available
      • Not Available
      Get Quote
      Get Quote

      User Reviews

      User Ratings
      Rating Distribution

      Excellent

      1

      Very Good

      0

      Good

      0

      Poor

      0

      Terible

      0

      Excellent

      6

      Very Good

      7

      Good

      0

      Poor

      1

      Terible

      0

      Expert's Review generated by AI

      No Expert ai Review available for the product

      No Expert ai Review available for the product

      Pros and Cons
      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      Integrations

      Integration with other apps

      No Integration information available.

      No Integration information available.

      Customers

      Customers

      No Customers information available.

      No Customers information available.

      Media and Screenshots

      Screenshots

      No screenshots available.

      No screenshots available.

      Videos
      video-0

      1 Videos

      No videos available.

      Add to Compare

      Frequently Asked Questions (FAQs)

      Stuck on something? We're here to help with all the questions and answers in one place.

      Neither Assetmax nor Morningstar Office offers a free trial.

      Assetmax is designed for Large Enterprises, Medium Business and Small Business.

      Morningstar Office is designed for Large Enterprises, Medium Business and Small Business.

      Pricing details for both Assetmax and Morningstar Office are unavailable at this time. Contact the respective providers for more information.

      Some top alternatives to Assetmax includes ClientAccessWeb, Morningstar Direct, Morningstar Office, MProfit, Personal Capital, PMplus, Shootih and Portfoliopilot.

      Some top alternatives to Morningstar Office includes Planisware Enterprise, MProfit, Personal Capital, Shootih, BigAgile, Portfoliopilot, Orion Advisor Trading, Assetmax and JCurve.

      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].