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Streamline your workflow and elevate your advice with the power of Morningstar Office Cloud’s independent data and research.

See What’s Inside

Client Communication
Share the interactive portal’s updates and insights to help clients focus on their goals.
Portfolio Accounting and Reporting
Make time for the big picture by automating tasks and aggregating custodial accounts.
Portfolio Construction and Analysis
Integrate your tools with the portal’s data to build and analyze personalized portfolios.
Tax-Aware Rebalancing
Maximize client tax savings and align allocations as needed with Morningstar Total Rebalance Expert.
Analyst Research
Support your recommendations with curated content, including practical research and investor-focused reports.
Security Research and Screening
Discover ways to work investment data to find managers, identify trends, and build products. 

Who uses Morningstar Office Cloud:

Ready to See for Yourself?

Leverage Morningstar Office Cloud’s independent research to support your practice.