# Top 10 Morningstar Office Alternatives & Competitors
**Average Rating:** 3.9/5
**Total Number of Reviews:** 19
Looking for alternatives or competitors to Morningstar Office? Other important factors to consider when researching alternatives to Morningstar Office include reporting and integration. The best overall Morningstar Office alternative is Betterment at Work. Other similar apps like Morningstar Office are Altruist, Koyfin, Backstop Solutions Suite, and Orion Advisor Technology. Morningstar Office alternatives can be found in [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) but may also be in [401(k) Software](https://www.g2.com/categories/401-k) or [Financial Research Software](https://www.g2.com/categories/financial-research).


## Best Paid & Free Alternatives to Morningstar Office
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)
  - [Altruist](https://www.g2.com/products/altruist/reviews)
  - [Koyfin](https://www.g2.com/products/koyfin/reviews)
  - [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews)
  - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews)
  - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews)
  - [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews)
  - [eMoney](https://www.g2.com/products/emoney/reviews)
  - [Betterment Advisor Solutions](https://www.g2.com/products/betterment-advisor-solutions/reviews)
  - [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews)

## Top 10 Alternatives to Morningstar Office Recently Reviewed By G2 Community
Browse options below. Based on reviewer data, you can see how Morningstar Office stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Banking, and Investment Management, and find the best product for your business.


  ### 1. [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)
By Betterment
**Average Rating:** 4.3/5
**Total Reviews:** 709
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.


Reviewers say compared to Morningstar Office, Betterment at Work is:
- More usable
- Better at meeting requirements
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-morningstar-office)
**Compare Betterment at Work with other alternatives:**
- [Betterment at Work vs Altruist](https://www.g2.com/compare/altruist-vs-betterment-at-work)
- [Betterment at Work vs Koyfin](https://www.g2.com/compare/betterment-at-work-vs-koyfin)
- [Betterment at Work vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-betterment-at-work)
- [Betterment at Work vs Orion Advisor Technology](https://www.g2.com/compare/betterment-at-work-vs-orion-advisor-technology)
- [Betterment at Work vs Nitrogen](https://www.g2.com/compare/betterment-at-work-vs-nitrogen-nitrogen)
- [Betterment at Work vs Pershing Financial Services](https://www.g2.com/compare/betterment-at-work-vs-pershing-financial-services)
- [Betterment at Work vs eMoney](https://www.g2.com/compare/betterment-at-work-vs-emoney)
- [Betterment at Work vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-betterment-at-work)
- [Betterment at Work vs Carta Fund ERP](https://www.g2.com/compare/betterment-at-work-vs-carta-fund-erp)

  ### 2. [Altruist](https://www.g2.com/products/altruist/reviews)
By Altruist
**Average Rating:** 5.0/5
**Total Reviews:** 16
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.


Reviewers say compared to Morningstar Office, Altruist is:
- Better at support
- More usable
- Better at meeting requirements
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management), [Investment Accounting](https://www.g2.com/categories/investment-accounting)

**Compare:** [Morningstar Office vs Altruist](https://www.g2.com/compare/altruist-vs-morningstar-office)
**Compare Altruist with other alternatives:**
- [Altruist vs Betterment at Work](https://www.g2.com/compare/altruist-vs-betterment-at-work)
- [Altruist vs Koyfin](https://www.g2.com/compare/altruist-vs-koyfin)
- [Altruist vs Backstop Solutions Suite](https://www.g2.com/compare/altruist-vs-backstop-solutions-suite)
- [Altruist vs Orion Advisor Technology](https://www.g2.com/compare/altruist-vs-orion-advisor-technology)
- [Altruist vs Nitrogen](https://www.g2.com/compare/altruist-vs-nitrogen-nitrogen)
- [Altruist vs Pershing Financial Services](https://www.g2.com/compare/altruist-vs-pershing-financial-services)
- [Altruist vs eMoney](https://www.g2.com/compare/altruist-vs-emoney)
- [Altruist vs Betterment Advisor Solutions](https://www.g2.com/compare/altruist-vs-betterment-advisor-solutions)
- [Altruist vs Carta Fund ERP](https://www.g2.com/compare/altruist-vs-carta-fund-erp)

  ### 3. [Koyfin](https://www.g2.com/products/koyfin/reviews)
By Koyfin
**Average Rating:** 4.8/5
**Total Reviews:** 130
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com


Reviewers say compared to Morningstar Office, Koyfin is:
- More usable
- Better at support
- Easier to set up
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs Koyfin](https://www.g2.com/compare/koyfin-vs-morningstar-office)
**Compare Koyfin with other alternatives:**
- [Koyfin vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-koyfin)
- [Koyfin vs Altruist](https://www.g2.com/compare/altruist-vs-koyfin)
- [Koyfin vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-koyfin)
- [Koyfin vs Orion Advisor Technology](https://www.g2.com/compare/koyfin-vs-orion-advisor-technology)
- [Koyfin vs Nitrogen](https://www.g2.com/compare/koyfin-vs-nitrogen-nitrogen)
- [Koyfin vs Pershing Financial Services](https://www.g2.com/compare/koyfin-vs-pershing-financial-services)
- [Koyfin vs eMoney](https://www.g2.com/compare/koyfin-vs-emoney)
- [Koyfin vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-koyfin)
- [Koyfin vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-koyfin)

  ### 4. [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews)
By ION Analytics
**Average Rating:** 4.7/5
**Total Reviews:** 46
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms


Reviewers say compared to Morningstar Office, Backstop Solutions Suite is:
- More usable
- Better at support
- Easier to do business with
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management), [Investment Accounting](https://www.g2.com/categories/investment-accounting)

**Compare:** [Morningstar Office vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-morningstar-office)
**Compare Backstop Solutions Suite with other alternatives:**
- [Backstop Solutions Suite vs Betterment at Work](https://www.g2.com/compare/backstop-solutions-suite-vs-betterment-at-work)
- [Backstop Solutions Suite vs Altruist](https://www.g2.com/compare/altruist-vs-backstop-solutions-suite)
- [Backstop Solutions Suite vs Koyfin](https://www.g2.com/compare/backstop-solutions-suite-vs-koyfin)
- [Backstop Solutions Suite vs Orion Advisor Technology](https://www.g2.com/compare/backstop-solutions-suite-vs-orion-advisor-technology)
- [Backstop Solutions Suite vs Nitrogen](https://www.g2.com/compare/backstop-solutions-suite-vs-nitrogen-nitrogen)
- [Backstop Solutions Suite vs Pershing Financial Services](https://www.g2.com/compare/backstop-solutions-suite-vs-pershing-financial-services)
- [Backstop Solutions Suite vs eMoney](https://www.g2.com/compare/backstop-solutions-suite-vs-emoney)
- [Backstop Solutions Suite vs Betterment Advisor Solutions](https://www.g2.com/compare/backstop-solutions-suite-vs-betterment-advisor-solutions)
- [Backstop Solutions Suite vs Carta Fund ERP](https://www.g2.com/compare/backstop-solutions-suite-vs-carta-fund-erp)

  ### 5. [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews)
By Orion Advisor Tech
**Average Rating:** 4.4/5
**Total Reviews:** 98
Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.


Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs Orion Advisor Technology](https://www.g2.com/compare/morningstar-office-vs-orion-advisor-technology)
**Compare Orion Advisor Technology with other alternatives:**
- [Orion Advisor Technology vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-orion-advisor-technology)
- [Orion Advisor Technology vs Altruist](https://www.g2.com/compare/altruist-vs-orion-advisor-technology)
- [Orion Advisor Technology vs Koyfin](https://www.g2.com/compare/koyfin-vs-orion-advisor-technology)
- [Orion Advisor Technology vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-orion-advisor-technology)
- [Orion Advisor Technology vs Nitrogen](https://www.g2.com/compare/nitrogen-nitrogen-vs-orion-advisor-technology)
- [Orion Advisor Technology vs Pershing Financial Services](https://www.g2.com/compare/orion-advisor-technology-vs-pershing-financial-services)
- [Orion Advisor Technology vs eMoney](https://www.g2.com/compare/orion-advisor-technology-vs-emoney)
- [Orion Advisor Technology vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-orion-advisor-technology)
- [Orion Advisor Technology vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-orion-advisor-technology)

  ### 6. [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews)
By Nitrogen
**Average Rating:** 4.0/5
**Total Reviews:** 72
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.


Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs Nitrogen](https://www.g2.com/compare/morningstar-office-vs-nitrogen-nitrogen)
**Compare Nitrogen with other alternatives:**
- [Nitrogen vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-nitrogen-nitrogen)
- [Nitrogen vs Altruist](https://www.g2.com/compare/altruist-vs-nitrogen-nitrogen)
- [Nitrogen vs Koyfin](https://www.g2.com/compare/koyfin-vs-nitrogen-nitrogen)
- [Nitrogen vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-nitrogen-nitrogen)
- [Nitrogen vs Orion Advisor Technology](https://www.g2.com/compare/nitrogen-nitrogen-vs-orion-advisor-technology)
- [Nitrogen vs Pershing Financial Services](https://www.g2.com/compare/nitrogen-nitrogen-vs-pershing-financial-services)
- [Nitrogen vs eMoney](https://www.g2.com/compare/nitrogen-nitrogen-vs-emoney)
- [Nitrogen vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-nitrogen-nitrogen)
- [Nitrogen vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-nitrogen-nitrogen)

  ### 7. [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews)
By Pershing a BNY Mellon
**Average Rating:** 4.2/5
**Total Reviews:** 58
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.


Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs Pershing Financial Services](https://www.g2.com/compare/morningstar-office-vs-pershing-financial-services)
**Compare Pershing Financial Services with other alternatives:**
- [Pershing Financial Services vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-pershing-financial-services)
- [Pershing Financial Services vs Altruist](https://www.g2.com/compare/altruist-vs-pershing-financial-services)
- [Pershing Financial Services vs Koyfin](https://www.g2.com/compare/koyfin-vs-pershing-financial-services)
- [Pershing Financial Services vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-pershing-financial-services)
- [Pershing Financial Services vs Orion Advisor Technology](https://www.g2.com/compare/orion-advisor-technology-vs-pershing-financial-services)
- [Pershing Financial Services vs Nitrogen](https://www.g2.com/compare/nitrogen-nitrogen-vs-pershing-financial-services)
- [Pershing Financial Services vs eMoney](https://www.g2.com/compare/pershing-financial-services-vs-emoney)
- [Pershing Financial Services vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-pershing-financial-services)
- [Pershing Financial Services vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-pershing-financial-services)

  ### 8. [eMoney](https://www.g2.com/products/emoney/reviews)
By eMoney Advisor, LLC.
**Average Rating:** 4.7/5
**Total Reviews:** 67
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.


Reviewers say compared to Morningstar Office, eMoney is:
- Better at support
- Better at meeting requirements
- Easier to admin
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs eMoney](https://www.g2.com/compare/morningstar-office-vs-emoney)
**Compare eMoney with other alternatives:**
- [eMoney vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-emoney)
- [eMoney vs Altruist](https://www.g2.com/compare/altruist-vs-emoney)
- [eMoney vs Koyfin](https://www.g2.com/compare/koyfin-vs-emoney)
- [eMoney vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-emoney)
- [eMoney vs Orion Advisor Technology](https://www.g2.com/compare/orion-advisor-technology-vs-emoney)
- [eMoney vs Nitrogen](https://www.g2.com/compare/nitrogen-nitrogen-vs-emoney)
- [eMoney vs Pershing Financial Services](https://www.g2.com/compare/pershing-financial-services-vs-emoney)
- [eMoney vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-emoney)
- [eMoney vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-emoney)

  ### 9. [Betterment Advisor Solutions](https://www.g2.com/products/betterment-advisor-solutions/reviews)
By Betterment
**Average Rating:** 4.4/5
**Total Reviews:** 64
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash.


Reviewers say compared to Morningstar Office, Betterment Advisor Solutions is:
- More usable
- Easier to set up
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Morningstar Office vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-morningstar-office)
**Compare Betterment Advisor Solutions with other alternatives:**
- [Betterment Advisor Solutions vs Betterment at Work](https://www.g2.com/compare/betterment-advisor-solutions-vs-betterment-at-work)
- [Betterment Advisor Solutions vs Altruist](https://www.g2.com/compare/altruist-vs-betterment-advisor-solutions)
- [Betterment Advisor Solutions vs Koyfin](https://www.g2.com/compare/betterment-advisor-solutions-vs-koyfin)
- [Betterment Advisor Solutions vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-betterment-advisor-solutions)
- [Betterment Advisor Solutions vs Orion Advisor Technology](https://www.g2.com/compare/betterment-advisor-solutions-vs-orion-advisor-technology)
- [Betterment Advisor Solutions vs Nitrogen](https://www.g2.com/compare/betterment-advisor-solutions-vs-nitrogen-nitrogen)
- [Betterment Advisor Solutions vs Pershing Financial Services](https://www.g2.com/compare/betterment-advisor-solutions-vs-pershing-financial-services)
- [Betterment Advisor Solutions vs eMoney](https://www.g2.com/compare/betterment-advisor-solutions-vs-emoney)
- [Betterment Advisor Solutions vs Carta Fund ERP](https://www.g2.com/compare/betterment-advisor-solutions-vs-carta-fund-erp)

  ### 10. [Carta Fund ERP](https://www.g2.com/products/carta-fund-erp/reviews)
By Carta
**Average Rating:** 4.2/5
**Total Reviews:** 63
The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.


Reviewers say compared to Morningstar Office, Carta Fund ERP is:
- More usable
Categories in common with Morningstar Office: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management), [Investment Accounting](https://www.g2.com/categories/investment-accounting)

**Compare:** [Morningstar Office vs Carta Fund ERP](https://www.g2.com/compare/carta-fund-erp-vs-morningstar-office)
**Compare Carta Fund ERP with other alternatives:**
- [Carta Fund ERP vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-carta-fund-erp)
- [Carta Fund ERP vs Altruist](https://www.g2.com/compare/altruist-vs-carta-fund-erp)
- [Carta Fund ERP vs Koyfin](https://www.g2.com/compare/carta-fund-erp-vs-koyfin)
- [Carta Fund ERP vs Backstop Solutions Suite](https://www.g2.com/compare/backstop-solutions-suite-vs-carta-fund-erp)
- [Carta Fund ERP vs Orion Advisor Technology](https://www.g2.com/compare/carta-fund-erp-vs-orion-advisor-technology)
- [Carta Fund ERP vs Nitrogen](https://www.g2.com/compare/carta-fund-erp-vs-nitrogen-nitrogen)
- [Carta Fund ERP vs Pershing Financial Services](https://www.g2.com/compare/carta-fund-erp-vs-pershing-financial-services)
- [Carta Fund ERP vs eMoney](https://www.g2.com/compare/carta-fund-erp-vs-emoney)
- [Carta Fund ERP vs Betterment Advisor Solutions](https://www.g2.com/compare/betterment-advisor-solutions-vs-carta-fund-erp)


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