Morningstar OfficeSM

Practice and Portfolio Management Software for a Better Way to Work

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Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research.

The Foundations You Need for Managing Your Practice

Portfolio Accounting and Reporting

Portfolio Accounting and Reporting

Access your clients’ exposure across all investment types. Review the asset allocation, market value growth, and holding-level details of an account or client household, then create reports with snapshot views, performance, and detailed asset allocations to demonstrate the value of your advice.

billing

Billing

Automate billing so you can schedule it and forget it. Our robust billing system can be tailored to the way you work, and our intuitive building blocks make it easy for you to efficiently run the way you bill and collect statements.

Security Research and Portfolio Construction

Security Research and Portfolio Construction

Evaluate and screen securities to help you find the best managers, spot market trends, and build model portfolios. Easily find the right investments for your client portfolios using ready-set and custom data filters.

Meet the Morningstar Office Lineup

Risk Analysis
Independent Insights
Client Communication
Data Aggregation and Back Office Services

Risk Analysis

Risk Analysis

Assess risk and exposure in your strategies and client portfolios with our scenario analysis tool. Use pre-defined scenarios to perform “what-if” analysis on market movements and visualize the results to clearly communicate the value of your recommendations to your clients.

Independent Insights

Independent Insights

Power your decisions with Morningstar data and research. Read the latest commentary and follow our research analysts to create a curated view of the latest events, thought leadership, and trends in the industry.

Client Communication

Client Communication

Build client connections with confidence by leveraging research investors trust and data you can depend on to elevate client communication. Connect with clients using an interactive portal for updates and insights that can help them stay focused on their goals.

Data Aggregation and Back Office Services

Data Aggregation and Back Office Services

Morningstar® ByAllAccounts® aggregates your client’s accounts for a complete view of their financial picture. Our expertise in daily data importing and reconciliation means that your team can dedicate more time to security selection, marketing, and client relationship building.

More Tools for Tomorrow’s Advisor

goal bridge

Goal Bridge

Help your clients identify meaningful goals and then quickly connect those goals to an easy-to-understand plan.

Learn more ›
tax-aware rebalancing

Tax-Aware Rebalancing

Maximize tax savings for all clients with Morningstar® Total Rebalance Expert®. Align allocations to personal factors and market changes—not just at the end of the quarter.

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model marketplace

Model Marketplace

Build personalized portfolios or customize models from a variety of asset management firms, then weigh them against the full extent of our analytics and independent research.

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presentation studio

Presentation Studio

Tell your story with our custom reports, personalized with your company’s logo and design elements to bring your advice to life.

Ready to See for Yourself?

Try Morningstar Office to remake your workday.

A Seamless Experience

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

4U logo
Charles Schwab Logo
eMoney Logo
Envestnet Money Guide Logo
Fidelity Investments Logo
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HiddenLevers Logo
Junxure Logo
MoneyTree Logo
Naviplan Logo
 Pershing Logo
Redtail Logo
RIAinABox Logo
RightCapital Logo
Riskalyze Logo
TD Americatrade Logo

client story

Start Quote Mark There is a huge amount of efficiency within the Morningstar Office software. We have the best research that’s available through Morningstar, so we are able to make some really key decisions to successfully manage our client’s portfolio. End Quote Mark

Tony Hixon, CIMA, RFC
Co-founder, Chief Operating Officer
Hixon Zuercher Capital Management 

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.

Six reasons your advisor platform should be an extension of you thumbnail

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