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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

Investment Analytics Platform

Investment Analytics Platform

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

Comprehensive client support

Dedicated customer account manager

35 years of empowering investor success

35 years of experience providing professional tools for advisors

Who uses Morningstar Office Cloud:

Choose the Right Fit for Your Role

Independent Advice

Wealth Management

Asset Management

Ready to See for Yourself?

Leverage Morningstar Office Cloud’s independent research to support your practice.