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A Better Way to Work

 

Experience Morningstar OfficeSM Cloud, the new web-based platform for modern advisors.

 
 

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Build client connections

with confidence.

 

Use a portfolio management system that delivers research investors trust and data you can depend on, while raising expectations for your client chats.

 
 
 

Make time for your

want-to-do list.

 

With the flexibility to automate tasks, you’ll have the capacity to focus on the big ideas you’ve been thinking about—like taking on pro bono work or new ways to coach your clients.

 
 
 

A flexible platform to

link your tools together.

 

Keep using the technology you love and do less of the work you don’t (like manual data entry). Our portfolio management system connects data and research to your tools so you can accomplish more.

 

Tools for Tomorrow’s Advisor

 
 

Portfolio Accounting and Reporting

Aggregate custodial accounts with Morningstar ByAllAccounts and track client holdings, dividends, and returns. Create reports with snapshot views and detailed asset allocations.

 
 

Portfolio Analysis

Build portfolios powered by our data and gain access to our independent research while you are making key decisions.

 
 

Security Research and Screening

Sophisticated ways to work with the data can help you find the best managers, spot market trends, and build model portfolios.

 
 

Tax-Aware Rebalancing

Maximize tax savings for all clients, using Morningstar Total Rebalance Expert. You can align allocations on personal factors and market changes—not just at the end of the quarter.

 
 

Analyst Research

Content curated for you, including practical research and investor-focused reports to support your best-interest recommendations.

 
 

Client Communication

Connect with clients using an interactive portal for updates and insights that can help them stay focused on their goals.

 
 

Ready to See for Yourself?

 

Try Morningstar Office Cloud to remake your workday.

 
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A Seamless Experience

 

Our platform fully integrates with third-party tools to support the way you want to work.

 

 

From the master client list, I can access each of the client’s individual accounts instantly with one click. No need to drill down through the system … what I need is right there.

Chad Nehring, CFP

Conceptual Financial Advisors, LLC

 
 
 

Marketing for the Modern Advisor

 

Corporations spend millions looking for a marketing plan that works. But for independent advisors, throwing money at the problem isn’t necessarily the solution. Get practical ideas for how to promote your practice.

 
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