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Morningstar OfficeSM

Practice and Portfolio Management Tools for RIAs

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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.

Your All-in-One Portfolio Management Tool

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.

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

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 Portfolio 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 portfolio management software 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 

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