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Morningstar Office offers custom pricing plan
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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 public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) that provides more controls, tools and features than the more traditional Powers of Ten PMS. Morningstar Office has always focused on providing more utility and robustness without compromising ease of use.
Morningstar Office offers custom pricing plan
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Free Trial
Not available
Morningstar Office Pricing
Morningstar Office offers custom pricing plan
Pricing Model
Paid Plans (Quotation Based )
Streamline project planning, ...
8.4
Very Good
User Review
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JP
Jeff P
12/01/22
"All-in-One for a Reason"
What do you like best about Morningstar Office? I love the all-in-one design. This was crucial for me after working at a large B/D with an in-house ...
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AU
Anonymous User
12/23/20
"Morningstar office is working well thus far."
What do you like best about Morningstar Office? clear information display and want to learn more What do you dislike about Morningstar Office? slow to ...
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AU
Anonymous User
12/17/20
"Not a lot of experience"
What do you like best about Morningstar Office? I like that there is big data and long historical series What do you dislike about Morningstar ...
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RD
Ryan D
12/04/20
"Quick access to third party and proprietary funds"
What do you like best about Morningstar Office? Easy way to get access to instant risk and return information What do you dislike about Morningstar ...
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Compare Morningstar Office with alternatives
Contact
+1 312 696-6000
Customer Service
Online
Location
Chicago, Illinois
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No, Morningstar Office doesn't provide API.
Yes, Morningstar Office provides mobile app.
Morningstar Office is located in Chicago, Illinois
Morningstar Office offers Quotation Based pricing model
