Use portfolio management software that delivers research investors trust and data you can depend on, while raising expectations for your client chats.
Connect with clients using an
interactive portal for updates and insights that can help them stay
focused on their goals.
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.
Portfolio Accounting and Reporting
Aggregate custodial accounts
ByAllAccounts and track client holdings, dividends, and returns.
Create reports with snapshot views and detailed asset allocations.
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 software connects data and research to your tools so you can accomplish more.
Build portfolios powered by our
data and gain access to our independent research while you are
making key decisions
More Tools for Tomorrow’s Advisor
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.
Content curated for you, including practical research and investor-focused reports to support your best-interest recommendations.
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.
Ready to See for Yourself?
Try Morningstar Office Cloud to remake your workday.
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
Six Reasons Your Advisor Platform Should Be an Extension of You
Advisors and investors are working with more information than ever, and turning that information into a productive tool can be challenging. Find out how you can use technology effectively to build the advisor practice of tomorrow.