Morningstar Office has made it very efficient to research, design, and implement portfolios for clients by keeping everything in the same workspace.
Morningstar OfficeSM
Practice and Portfolio Management Software for RIAs
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BREAKAWAY ADVISOR CLIENT STORY
Jeffrey Prunier, CFP
President and Founder,
J.R. Prunier Capital Management LLC
Breakaway RIA Checklist
Are you an advisor that is considering breaking away from your broker-dealer? Download our checklist to ensure you know what to expect!
The All-In-One RIA Platform
Save money by integrating the most important tools to run your advisory practice. With Morningstar Office, you can tailor your business to how you work.
Portfolio Construction and Management
Personalize portfolios or customize models from a variety of asset management firms, then weigh them against our analytics and independent research.
Data, Research, and Analysis
Evaluate and screen securities to find the best managers, spot market trends, and build model portfolios. Discover the right investments for clients with pre-set and custom data filters.
Portfolio Performance and Reporting
Review the asset allocation, market value growth, and holding-level details of an account or client household. You can create custom, branded reports that show the value of your advice.
Client Portfolio Scenario Analysis
Informative charts make it easy to demonstrate market stressors and the impacts over time to clients portfolios.
Market-Driven Scenario Analysis
Evaluate the impact of major market crashes on index, region, and sector ETFs.
Back-Office Services
Our team handles daily data imports and reconciliations. Your team can focus on choosing investments, marketing your firm, and building client relationships.
Fee Billing
Automate billing so you can set it and forget it. With intuitive building blocks, it’s easy to run how you bill and collect statements
Tax-Aware Trading and Rebalancing
Maximize tax savings for all clients with Morningstar® Total Rebalance Expert®. Align allocations to personal factors and market changes—not just at the end of the quarter.
A Seamless Experience
Our portfolio management software fully integrates with third-party tools to support the way you want to work.
Ready to See for Yourself?
Try Morningstar Office to remake your workday.