• Morningstar Office℠ is our portfolio accounting and practice management software that helps advisors get more done. Our software platform supports your day-to-day activities with its billing, performance reporting, rebalancing, and account aggregation tools, all powered by Morningstar® independent data and research.
• Build client connections with confidence by leveraging research investors trust and data you can depend on
• Assess risk and exposure in your strategies and client portfolios with our scenario analysis tool
• Learn how our data aggregation and Back Office Services team can help streamline your workflow