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