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SPECIFICTION
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Morningstar Office

morningstar.com

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Spec score 8.1 #21 of 81 in Portfolio Management Software

Spec sheet

Purpose
Morningstar Office provides a platform for financial advisors that combines client communication, portfolio accounting and reporting, portfolio analysis, research, rebalancing, and fee billing.Read 8 Oct 2026 · morningstar.com
Free plan
NoRead 20 Sep 2026 · morningstar.com
Integrations
Morningstar Office Cloud documentation lists integrations including eMoney Advisor, Redtail CRM, MoneyGuidePro, FinanceLogix, HiddenLevers, and RiskAlyze.Read 8 Oct 2026 · morningstar.com
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.Read 8 Oct 2026 · morningstar.com
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.Read 8 Oct 2026 · morningstar.com
Support
The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information.Read 8 Oct 2026 · morningstar.com
Headquarters
Chicago, Illinois, United StatesRead 28 Sep 2026 · morningstar.com
Founded
1984Read 28 Sep 2026 · morningstar.com
Maker
Morningstar says Joe Mansueto founded the company in 1984 and identifies Chicago as its headquarters.Read 8 Oct 2026 · morningstar.com
Allocation analysis
YesRead 20 Sep 2026 · morningstar.com
Asset class coverage
multi_asset_alternativesRead 20 Sep 2026 · morningstar.com
Billing
Advisors can calculate fees, create invoices, and upload fee files to custodians.Read 8 Oct 2026 · morningstar.com
Client portal
Its interactive client portal lets advisors share updates and investment insights with clients.Read 8 Oct 2026 · morningstar.com
Data location
Morningstar states that it stores U.S. customers’ information in the United States and does not transfer it to other countries.Read 8 Oct 2026 · morningstar.com
Integration methods
The Cloud technical FAQ describes client-position APIs, single sign-on, reports integration, and embedded report components as integration options.Read 8 Oct 2026 · morningstar.com
Performance reporting
YesRead 20 Sep 2026 · morningstar.com
Portfolio accounting
The platform tracks client holdings, dividends, and returns across custodial and held-away accounts and supports portfolio reporting.Read 8 Oct 2026 · morningstar.com
Pricing and trial
The product brief directs interested advisors to contact a local sales representative and does not state a price or trial terms.Read 8 Oct 2026 · morningstar.com
Rebalancing
The product supports tax-aware rebalancing using Morningstar Total Rebalance Expert.Read 8 Oct 2026 · morningstar.com
Research and analysis
Advisors can use Morningstar data and independent research to analyze portfolios, screen securities, research managers, and build model portfolios.Read 8 Oct 2026 · morningstar.com
Risk analysis
YesRead 20 Sep 2026 · morningstar.com
Tax-lot tracking
YesRead 20 Sep 2026 · morningstar.com

Plans and prices

Morningstar Office Priced on request Contact a local sales representative for pricing. Financial advisors and firms; product pricing and plan limits are not stated on the page. Read 8 Oct 2026 · morningstar.com

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Where Specifiction places it

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