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Morningstar Office^SM

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 accauting 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

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.

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

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

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

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

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.

Learn more ›

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.

Learn more ›

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.

CLIENT STORY

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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Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.