Morningstar Office Reviews

I love the all-in-one design. This was crucial for me after working at a large B/D with an in-house all-in-one system. Everything in one spot with one look made the transition much smoother for me and transitioning clients.

Combining portfolio research, design, reporting, accounting, billing, and rebalancing yields exceptional data integrity and seamless functionality. Advisor-facing research, reporting, and risk assessments, including simulations, are much better than I had before. Clients love the simple yet comprehensive reports with my own branding.

Access to the Morningstar data, articles, and presentations has provided many co-branded and original marketing content for clients.

Support from Morningstar has been the best in my tech stack. They have an incredible onboarding/training staff and a very helpful and pleasant ongoing support team.

Like all rebalancers and accounting, it takes a little time to get everything set up how you want it.

Goal Bridge has been glitchy at times.

Office solves my research, portfolio risk simulations, rebalancing, reporting, billing, client web portal… it’s called an all-in-one for a reason! Importantly, this also gives clients a common aesthetic for nearly all their interactions with my firm.

Custom Portfolios with historical performance visuals

What-If scenarios would be nice to have for portfolio projections, i.e. different economic scenarios

It worked well in tandem with our brokerage CRM

None as of now

It's really easy to use. Inputting data in tales some time, but the reports are beautiful, and more importantly, helpful when meeting with clients. They're also very informative and easy to read. Most clients are able to answer their own questions about the activity of the investments in their accounts. Morningstar has essentially helped us build and maintain our business.

Manually entering data isn't fun. I wish integration with Wealthscape becomes a reality. My coworkers and I have to manually enter the values of each investment from each of our clients' accounts into Morningstar and it takes. One of the assistants was assigned to get a few dozen reports done on the week of Christmas (which I had off) and I ended up staying up until 2 AM to do it before client meetings because he didn't get any of it done. It would have been easier if Morningstar was integrated with Wealthscape.

Please work on integration with Wealthscape, Paper Clip, etc. It would be so much easier to use if we didn't have to waste our time manually inputting data. Equitable (previously AXA) allowed us to input data straight from their website.

Morningstar provides easy-to-generate reports that clients love to receive. They help us acquire more accounts because of the trust it helps us build with clients when seamlessly displaying investment activity. Clients LOVE to receive the reports and end up asking tons of questions. This engagement cultivates our relationship with them and motivates them to open new accounts and invest more money into our firm

Office Cloud gives extraordinary incentive inside an organization, as a heap of as often as possible utilized applications that are fundamental to day by day business and creation undertakings.

While generally the product functions admirably, the UI can be confounding or baffling on occasion. Windows and tooltips don't generally carry on as you would, and discovering highlights can demonstrate difficult enough that regularly you end up simply utilizing the hunt to discover them.

Simply incredible, I have attempted a few suites (open source and freeware) and the distinctions are humongous! I incline toward this suite overall options out there on the grounds that are sans bug, continually refreshed, and have everything of the element you may require to get an incredible and cleaned work.

The office cloud goes about as our portfolio bookkeeping programming and encourages us to monitor exchanges and arrangement of customers

We are very happy with Morningstar Office. It provides what seems like an unlimited amount of data with very robust reports. We're able to customize our own Quarterly Reports so it has our logo on it as well as the look and feel we were going for. We're also using the software in conjunction with TRX to help us with trading in our client's accounts. We've decided to use the Back Office Support (BOS) Team to do our reconciliation as well which has been a HUGE time saver for us! I also can't say enough great things about their customer support. They are great at handling tough problems that may arise and always follow up when needed.

There are SO many reports and SO much data that it can be difficult to find exactly what you are looking for. I've had to call the support team on occasion just so they can point me in the right direction. There are also some reports that I would love to see customizable. The Billing Statement (Invoice) for example is a standard format that cannot be changed.

I would recommend going to lots of training sessions when they come to your area. Even if you think you are familiar enough with the product I've always found that we learn a few new things at the trainings.

Morningstar Office has allowed us to provide our clients with the data they want to see and how they would like it presented.

- Great for researching mutual funds, ETFs, stocks, and other types of securities

- Excellent comparison tools and charts

- Insightful opinions and analysis reports

- Interface could be a little cleaner and more organized

- Proposals system could be improved

- Investment research to form our models or individual recommendation

- Comparison tools to compare current vs. proposed portfolios

clear information display and want to learn more

slow to integrate with other software

all is working well

definitely give it a try

no problems

Easy way to get access to instant risk and return information

Inability to change the class or series of the fund from the same fund page. You need to start a new search

It’s the most popular industry tool for fund comparisons and reviews and trusted by advisors and clients.

Access to third party information in an easy to use system. When sending this information to clients the Morningstar name is trusted as a third party to give the information credibility.

This has great tools for analysis on portfolios.

Sometimes can load slowly and can be a bit clunky

If you are in the investment management industry, this is a very helpful tool and platform to consider.

Helping with portfolio management and being able to analyze portfolios. It is a must easier process to do this.

Good stats, projection to let customers to have a big picture of the portfolio and the details regarding holdings in terms of risk and return.

Need to take a bit time to customize and modify things.

A lot things worth to check.

Morningstar Office helps with more effective and efficient ways to analyze existing portfolio holdings while making proposals.