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Morningstar Office

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.

Website

https://www.morningstar.com/products/cloud/office

Contacts

productinfo@morningstar.com

https://www.facebook.com/MorningstarInc

https://www.linkedin.com/company/morningstar

https://twitter.com/MorningstarInc

Morningstar
  • Investment Research
  • Portfolio Accounting
  • Client Communications
Morningstar

Companies that integrate with Morningstar Office

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Efficient Practice
Efficient Practice
The Efficient Practice offers consulting, coaching, software and resources that transform and optimize all areas of business operations, simplifying your life and increasing the productivity, efficiency and profitability of your firm.
#Technology
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Portfolio Management #Trading #Investment Research
FIX Flyer
FIX Flyer
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.
#Trading #Rebalancing #Portfolio Management
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.
#Financial Planning #Analytics #Investment Research
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
#Financial Planning #Account Aggregation #Analytics #Risk Profiling #Portfolio Management #Retirement Planning #Tax Planning
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
#Account Aggregation
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Trading #Portfolio Management #Investment Research #Retirement Planning #Health Insurance #Portfolio Reporting #Lending
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
#Account Aggregation #Trading
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms

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