Morningstar Office
API—OSS—FREE—DOCS3/5
MO6.6#23 of 81
outWeb—Windows—Mac—Linux—AndroidoutiOS
Ranked in Portfolio Management Software ·No free plan on record
About
Morningstar Office is ranked #23 of 81 in portfolio management software on Inferse, made by Morningstar Office (Chicago, Illinois, United States). It runs on iOS, Web. There is no free plan.
Compared on portfolio management software
- Free plan
- Nomorningstar.com
Facts
- Asset class coverage
- multi_asset_alternativesmorningstar.com · 20 Sept 2026
- Performance reporting
- Yesmorningstar.com · 20 Sept 2026
- Allocation analysis
- Yesmorningstar.com · 20 Sept 2026
- Risk analysis
- Yesmorningstar.com · 20 Sept 2026
- Tax-lot tracking
- Yesmorningstar.com · 20 Sept 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.morningstar.com · 8 Oct 2026
- Client portal
- Its interactive client portal lets advisors share updates and investment insights with clients.morningstar.com · 8 Oct 2026
- Portfolio accounting
- The platform tracks client holdings, dividends, and returns across custodial and held-away accounts and supports portfolio reporting.morningstar.com · 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.morningstar.com · 8 Oct 2026
- Rebalancing
- The product supports tax-aware rebalancing using Morningstar Total Rebalance Expert.morningstar.com · 8 Oct 2026
- Billing
- Advisors can calculate fees, create invoices, and upload fee files to custodians.morningstar.com · 8 Oct 2026
- Integrations
- Morningstar Office Cloud documentation lists integrations including eMoney Advisor, Redtail CRM, MoneyGuidePro, FinanceLogix, HiddenLevers, and RiskAlyze.morningstar.com · 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.morningstar.com · 8 Oct 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.morningstar.com · 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.morningstar.com · 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.morningstar.com · 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.morningstar.com · 8 Oct 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.morningstar.com · 8 Oct 2026
- Maker
- Morningstar says Joe Mansueto founded the company in 1984 and identifies Chicago as its headquarters.morningstar.com · 8 Oct 2026
Company
- Founded
- 1984morningstar.com · 28 Sept 2026
- Headquarters
- Chicago, Illinois, United Statesmorningstar.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- morningstar.com/company/history· checked 20 Sept 2026
- morningstar.com/content/cs-assets/v3/assets/blt4eb669ca· checked 8 Oct 2026
- morningstar.com/content/dam/marketing/shared/Company/Pr· checked 8 Oct 2026
- morningstar.com/company/privacy-policy/products/office· checked 8 Oct 2026
- morningstar.com/en-us/company/history· checked 8 Oct 2026
- morningstar.com/products/office· checked 28 Sept 2026