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Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Master your portfolio with ease.

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Morningstar Office offers custom pricing plan

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What is Morningstar Office?

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.

Pricing

  • Morningstar Office offers custom pricing plan

Customer Type

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

  • Installed - Windows

Morningstar Office software demo

Morningstar Office has not given any software demo yet

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Morningstar Office Pricing

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Free Trial

  • Not available

Morningstar Office Pricing

  • Morningstar Office offers custom pricing plan

Pricing Model

  • Paid Plans (Quotation Based )

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Morningstar Office Reviews & Ratings

4

Very Good

Based on 28 ratings & 14 reviews

Rating Distribution

Excellent

(6)

Very Good

(7)

Good

(0)

Poor

(1)

Terible

(0)

User Review

JP

Jeff P

12/01/22

5 out of 5

"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

4 out of 5

"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

3.5 out of 5

"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

4 out of 5

"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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Morningstar Office Support

Contact

+1 312 696-6000

Customer Service

Online

Location

Chicago, Illinois

Frequently Asked Questions (FAQs)

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

Some top alternatives to Morningstar Office includes Planisware Enterprise, MProfit, Personal Capital, Shootih and JCurve.

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

We don't have information regarding integrations of the Morningstar Office as of now.

The starting price is not disclosed by Morningstar Office. You can visit Morningstar Office pricing page to get the latest pricing.

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Researched by Rajat Gupta