--- title: Morningstar Office Reviews meta\_title: 'Morningstar Office Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 19 reviews by the users' company size, role or industry to find out how Morningstar Office works for a business like yours. aggregate\_rating: rating\_value: 3.9 review\_count: 19 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Morningstar Office Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Morningstar Office but has limited features. Are you part of the Morningstar Office team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal. A Batch reporting feature automatically generates PDF client reports for a single client or an entire practice. Morningstar Research and Investment Data Unique to Morningstar – advisors have access to industry leading investment data. Along with data for open-end mutual funds, stocks, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separate accounts, and 529 college-savings plans, Morningstar Office includes data for offshore funds, hedge funds, and bonds. Morningstar® Back Office Services Morningstar Office includes daily multi-custodial imports and reconciliation services. This allows advisors to log in to each morning and view up-to-date client data from their custodians, as well as held-away assets via Morningstar® ByAllAccounts®. Morningstar can also convert data from other systems, importing the entire transaction history for a practice including cost basis. Portfolio Monitoring and Rebalancing Morningstar® Total Rebalance Expert® provides comprehensive modeling, monitoring, and rebalancing at the household or account level. Advisors can also use the tax-aware tools to harvest tax losses opportunistically, manage cash, and minimize fees and capital gains distributions. Financial Planning and Risk Help your clients identify meaningful goals and then quickly connect those goals to an easy-to-understand plan with Morningstar Goal Bridge. Advisors can also measure a portfolio’s level of risk compared with Morningstar’s Target Allocation Indices and define a recommended asset allocation based on client’s psychometric risk tolerance and goal time horizon. Client Relationship Management Client management is fully included and integrated via Redtail CRM (Customer Relationship Management), or advisors can utilize other CRM integrations such as Salesforce. * * * Seller [Morningstar](https://www.g2.com/sellers/morningstar) Discussions [Morningstar Office Community](https://www.g2.com/products/morningstar-office/discuss) Languages Supported English Overview by Janice Lam Show More ## Top-Rated Alternatives [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Altruist](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Altruist") Altruist 5/5(16) ](https://www.g2.com/products/altruist/reviews) [ ![Koyfin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Koyfin") Koyfin 4.8/5(132) ](https://www.g2.com/products/koyfin/reviews) [ View All Alternatives ](https://www.g2.com/products/morningstar-office/competitors/alternatives) ## User Insights Average based on 19 real user reviews. [Log in to unlock pricing and user insights](/login) AS Ammaar S. Small-Business (50 or fewer emp.) 11/26/2020 "Good for Fund Analysis" 4/5 What do you like best about Morningstar Office? The presentation of chart data and comparison of funds is great Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? The interface is slow and the desktop application needs improvement Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? I use it for fund analysis which helps in comparing various funds across geographies. I am able to showcase funds performance visually Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Michael O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael O.") MO Michael O. Financial Planner Small-Business (50 or fewer emp.) 12/3/2020 "Very helpful tool for finance/investment professional" 4/5 What do you like best about Morningstar Office? This has great tools for analysis on portfolios. Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? Sometimes can load slowly and can be a bit clunky Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: If you are in the investment management industry, this is a very helpful tool and platform to consider. Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? Helping with portfolio management and being able to analyze portfolios. It is a must easier process to do this. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Brody B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brody B.") BB Brody B. Analyst Small-Business (50 or fewer emp.) 12/2/2020 "A centralized location for all securities info" 5/5 What do you like best about Morningstar Office? Custom Portfolios with historical performance visuals Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? What-If scenarios would be nice to have for portfolio projections, i.e. different economic scenarios Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: It worked well in tandem with our brokerage CRM Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? None as of now Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Small-Business (50 or fewer emp.) 12/17/2020 "Not a lot of experience" 3.5/5 What do you like best about Morningstar Office? I like that there is big data and long historical series Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? I dislike to export data by writing manually Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: I won't know because I did use of the free versione that I don't think is the office one Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? I realize that there is a lot of data available. I had some experience before my current position Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") CF Verified User in Financial Services Enterprise (\> 1000 emp.) 11/30/2020 "Great tool for portfolio" 4/5 What do you like best about Morningstar Office? Good stats, projection to let customers to have a big picture of the portfolio and the details regarding holdings in terms of risk and return. Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? Need to take a bit time to customize and modify things. Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: A lot things worth to check. Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? Morningstar Office helps with more effective and efficient ways to analyze existing portfolio holdings while making proposals. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 12/23/2020 "Morningstar office is working well thus far." 4/5 What do you like best about Morningstar Office? clear information display and want to learn more Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? slow to integrate with other software all is working well Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: definitely give it a try Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? no problems Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Mandy M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mandy M.") MM Mandy M. Client Service Specialist Financial Services Small-Business (50 or fewer emp.) 1/28/2019 "LOTS of data" 4.5/5 What do you like best about Morningstar Office? We are very happy with Morningstar Office. It provides what seems like an unlimited amount of data with very robust reports. We're able to customize our own Quarterly Reports so it has our logo on it as well as the look and feel we were going for. We're also using the software in conjunction with TRX to help us with trading in our client's accounts. We've decided to use the Back Office Support (BOS) Team to do our reconciliation as well which has been a HUGE time saver for us! I also can't say enough great things about their customer support. They are great at handling tough problems that may arise and always follow up when needed. Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? There are SO many reports and SO much data that it can be difficult to find exactly what you are looking for. I've had to call the support team on occasion just so they can point me in the right direction. There are also some reports that I would love to see customizable. The Billing Statement (Invoice) for example is a standard format that cannot be changed. Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: I would recommend going to lots of training sessions when they come to your area. Even if you think you are familiar enough with the product I've always found that we learn a few new things at the trainings. Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? Morningstar Office has allowed us to provide our clients with the data they want to see and how they would like it presented. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/25/2018 "Vast Database of Data" 4.5/5 What do you like best about Morningstar Office? - Great for researching mutual funds, ETFs, stocks, and other types of securities - Excellent comparison tools and charts - Insightful opinions and analysis reports Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? - Interface could be a little cleaner and more organized - Proposals system could be improved Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? - Investment research to form our models or individual recommendation - Comparison tools to compare current vs. proposed portfolios Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/26/2018 "Not a great software" 1.5/5 What do you like best about Morningstar Office? Morningstar office has a very nice feature that allows reports to be designed. Review collected by and hosted on G2.com. What do you dislike about Morningstar Office? There are consistently errors with the reports generated by Morningstar office. Review collected by and hosted on G2.com. Recommendations to others considering Morningstar Office: If you plan to grow to a large firm, this is not a great software. Review collected by and hosted on G2.com. What problems is Morningstar Office solving and how is that benefiting you? Morningstar office acts as our portfolio accounting software and helps us keep track of transactions and portfolios of clients Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Morningstar Office? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Morningstar Office ](https://www.g2.com/products/morningstar-office/discussions/new) GU Guest User What is Morningstar Office used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-morningstar-office-used-for) [ View all Discussions ](https://www.g2.com/products/morningstar-office/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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