Morningstar Office vs Plutosoft
| Morningstar Office | Plutosoft | |
|---|---|---|
| Platforms | iOS, Web | Web |
| Free plan | No | |
| Asset class coverage | multi_asset_alternatives | |
| Performance reporting | Yes | |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes | |
| Client portal | Yes | |
| Financial planning | Yes | |
| Compliance workflows | Yes | |
| Document vault | Yes |
Listed together in Best Financial Advisor Software