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Streamline your workflow and elevate your advice with the power of Morningstar Office Cloud’s independent data and research.
See What’s Inside
Client Communication
Share the interactive portal’s updates and insights to help clients focus on their goals.
Portfolio Accounting and Reporting
Make time for the big picture by automating tasks and aggregating custodial accounts.
Portfolio Construction and Analysis
Integrate your tools with the portal’s data to build and analyze personalized portfolios.
Tax-Aware Rebalancing
Maximize client tax savings and align allocations as needed with Morningstar Total Rebalance Expert.
Analyst Research
Support your recommendations with curated content, including practical research and investor-focused reports.
Security Research and Screening
Discover ways to work investment data to find managers, identify trends, and build products.
How We Compare
Morningstar Office Cloud
Morningstar Office Cloud
Wealth Management Platforms
Wealth Management Platforms
All-in-one solution
Comprehensive suite for practice and portfolio management
Data management & flexibility
Flexibility for advisors to manage unique client and business data
Data & Research
Powered by our own independent data and research
Implementation
Easy, fast implementation in 4 to 6 weeks
35 years of empowering investor success
35 years of experience providing professional tools for advisor
Who uses Morningstar Office Cloud:
Choose the Right Fit for Your Role
Independent Advice
Wealth Management
