Morningstar Office Reviews in January 2025: User Ratings, Pros & Cons

"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 all-in-one system. Everything in one spot with one look made the transition much smoother for me and transitioning clients. Combining portfolio research, design, reporting, accounting, billing, and rebalancing yields exceptional data integrity and seamless functionality. Advisor-facing research, reporting, and risk assessments, including ...

"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 integrate with other software all is working well Recommendations to others considering Morningstar Office: definitely give it a try What problems is Morningstar Office solving and how is that benefiting you? no problems

"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 Office? I dislike to export data by writing manually Recommendations to others considering Morningstar Office: I won't know because I did use of the free versione that I don't think is the office one What problems is Morningstar Office solving and how is that benefiting you? I realize that there is a lot of data available. I had some experience ...

"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 Office? Inability to change the class or series of the fund from the same fund page. You need to start a new search Recommendations to others considering Morningstar Office: It’s the most popular industry tool for fund comparisons and reviews and trusted by advisors and clients. What problems is Morningstar Office solving and how is that ...

"Very helpful tool for finance/investment professional"

What do you like best about Morningstar Office? This has great tools for analysis on portfolios. What do you dislike about Morningstar Office? Sometimes can load slowly and can be a bit clunky Recommendations to others considering Morningstar Office: If you are in the investment management industry, this is a very helpful tool and platform to consider. What problems is Morningstar Office solving and how is that benefiting you? Helping with portfolio management and being able to analyze ...

"A centralized location for all securities info"

What do you like best about Morningstar Office? Custom Portfolios with historical performance visuals What do you dislike about Morningstar Office? What-If scenarios would be nice to have for portfolio projections, i.e. different economic scenarios Recommendations to others considering Morningstar Office: It worked well in tandem with our brokerage CRM What problems is Morningstar Office solving and how is that benefiting you? None as of now

"Great App for People in Finance/Insurance"

What do you like best about Morningstar Office? It's really easy to use. Inputting data in tales some time, but the reports are beautiful, and more importantly, helpful when meeting with clients. They're also very informative and easy to read. Most clients are able to answer their own questions about the activity of the investments in their accounts. Morningstar has essentially helped us build and maintain our business. What do you dislike about Morningstar Office? Manually entering data ...

"Great tool for portfolio"

What do you like best about Morningstar Office? Good stats, projection to let customers to have a big picture of the portfolio and the details regarding holdings in terms of risk and return. What do you dislike about Morningstar Office? Need to take a bit time to customize and modify things. Recommendations to others considering Morningstar Office: A lot things worth to check. What problems is Morningstar Office solving and how is that benefiting you? Morningstar Office helps with more ...

"Good tool with some drawbacks"

What do you like best about Morningstar Office? Presentation studio Database with qualitative reports written by Morningstar Analysis Info on portfolio positioning What do you dislike about Morningstar Office? Peer analysis is not quite accurate given that every share classes is put in the universe. This means that for some asset class only institutional share class get five stars. Dividing the universe for retail and institutional investors would be a massive improvement Excel add-in is ...

"Good for Fund Analysis"

What do you like best about Morningstar Office? The presentation of chart data and comparison of funds is great What do you dislike about Morningstar Office? The interface is slow and the desktop application needs improvement What problems is Morningstar Office solving and how is that benefiting you? I use it for fund analysis which helps in comparing various funds across geographies. I am able to showcase funds performance visually