Morningstar Office
Morningstar Office is a platform for financial advisors that combines client communication, portfolio accounting and reporting, analysis, research, rebalanci…
What Morningstar Office is
Morningstar Office is a platform for financial advisors that combines client communication, portfolio accounting and reporting, analysis, research, rebalancing, and fee billing. Its interactive client portal lets advisors share updates and investment insights. The accounting tools track holdings, dividends, and returns across custodial and held-away accounts, and support portfolio reporting. Advisors can use Morningstar data and independent research to analyze portfolios, screen securities, research managers, and build model portfolios. The platform covers multiple asset classes and includes performance reporting, allocation analysis, risk analysis, and tax-lot tracking. Tax-aware rebalancing uses Morningstar Total Rebalance Expert. Billing tools calculate fees, create invoices, and upload fee files to custodians. Listed integrations include eMoney Advisor, Redtail CRM, MoneyGuidePro, FinanceLogix, HiddenLevers, and RiskAlyze. Office Cloud integration options include client-position APIs, single sign-on, reports integration, and embedded report components. Pricing is available by contacting a local sales representative; no price or trial terms are stated.
Good
- Tracks holdings, dividends, and returns across account types
- Includes performance, allocation, and risk analysis
- Supports tax-aware rebalancing
- Can calculate fees and create invoices
Watch out
- Pricing requires contacting a local sales representative
- No free plan
Who it suits
It suits financial advisors and firms that need portfolio accounting, analysis, client communication, rebalancing, and billing in one platform.
Verdict
Morningstar Office brings portfolio operations, research, client updates, and billing together for advisor practices. Prospective customers need to contact a local sales representative for pricing.
Plans and prices
From Morningstar Office's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Morningstar Office | Priced on request | Financial advisors and firms; product pricing and plan limits are not stated on the page. · Contact a local sales representative for pricing. |
The facts
Each one read from Morningstar Office's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Client portal
- Its interactive client portal lets advisors share updates and investment insights with clients.checked 8 Oct 2026
- Data location
- Morningstar states that it stores U.S. customers’ information in the United States and does not transfer it to other countries.checked 8 Oct 2026
- Integration methods
- The Cloud technical FAQ describes client-position APIs, single sign-on, reports integration, and embedded report components as integration options.checked 8 Oct 2026
- Integrations
- Morningstar Office Cloud documentation lists integrations including eMoney Advisor, Redtail CRM, MoneyGuidePro, FinanceLogix, HiddenLevers, and RiskAlyze.checked 8 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio accounting
- The platform tracks client holdings, dividends, and returns across custodial and held-away accounts and supports portfolio reporting.checked 8 Oct 2026
- Privacy
- Morningstar says it does not sell personal information and limits outside sharing to specified cases such as user requests, service providers, or legal obligations.checked 8 Oct 2026
- Purpose
- Morningstar Office provides a platform for financial advisors that combines client communication, portfolio accounting and reporting, portfolio analysis, research, rebalancing, and fee billing.checked 8 Oct 2026
- Rebalancing
- The product supports tax-aware rebalancing using Morningstar Total Rebalance Expert.checked 8 Oct 2026
- Research and analysis
- Advisors can use Morningstar data and independent research to analyze portfolios, screen securities, research managers, and build model portfolios.checked 8 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls.checked 8 Oct 2026
- Support
- The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information.checked 8 Oct 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
Money
- Billing
- Advisors can calculate fees, create invoices, and upload fee files to custodians.checked 8 Oct 2026
- Free plan
- Nochecked 20 Sep 2026
- Pricing and trial
- The product brief directs interested advisors to contact a local sales representative and does not state a price or trial terms.checked 8 Oct 2026
The company
- Founded
- 1984checked 28 Sep 2026
- Headquarters
- Chicago, Illinois, United Stateschecked 28 Sep 2026
- Maker
- Morningstar says Joe Mansueto founded the company in 1984 and identifies Chicago as its headquarters.checked 8 Oct 2026
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