Morningstar Office ℠ - A Better Way to Work

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Presented by

Anna Fieweger

About this talk

• 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
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