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Streamline your workflow and elevate your advice with the power of Morningstar Office's independent data and research.
See What’s Inside
![Client-Communication_640x430.jpg](https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt5e553249d2057ebf/619bbc4124d4211200f54c94/Client-Communication_640x430.jpg)
Client Communication
Share the interactive portal’s updates and insights to help clients focus on their goals.
![Portfolio-Accounting-and-Reporting_640x430.jpg](https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt349d3bb30b32a6af/619bbc41e966fa549414e1d5/Portfolio-Accounting-and-Reporting_640x430.jpg)
Portfolio Accounting and Reporting
Make time for the big picture by automating tasks and aggregating custodial accounts.
![Potfolio-Analysis_640x430.jpg](https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt08a4b05aec2a2113/619bbc419338db12141ec00c/Potfolio-Analysis_640x430.jpg)
Portfolio Construction and Analysis
Integrate your tools with the portal’s data to build and analyze personalized portfolios.
![Tax-Aware-Rebalancing_640x430.jpg](https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt255aa83c2fbda47d/619bbc4103c7b80f9049fa18/Tax-Aware-Rebalancing_640x430.jpg)
Tax-Aware Rebalancing
Maximize client tax savings and align allocations as needed with Morningstar Total Rebalance Expert.
![Analyst-Research_640x430.jpg](https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt89fa2c4f2f5b8235/619bbc41ff8eb5121482a46b/Analyst-Research_640x430.jpg)
Analyst Research
Support your recommendations with curated content, including practical research and investor-focused reports.
![Security-Reserarch_640x430.jpg](https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt625698aa2027d1ab/619bbc41964bd451e6b94ac4/Security-Reserarch_640x430.jpg)
Security Research and Screening
Discover ways to work investment data to find managers, identify trends, and build products.
Who uses Morningstar Office:
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