Morningstar Office

"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 ...

"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