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Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor’s practice to a single system to help streamline workflow and eliminate data-processing bottlenecks. Tight integration with third-party software packages allows advisors to customize their experience while maintaining a single source of client and investment data. The solution also offers a client web portal, where clients can access their reports at any time on multiple devices.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.