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About Morningstar Office

Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management.


Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)
  • Desktop App (Windows)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Morningstar Office Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 22/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Morningstar Office Pricing.

Morningstar Office Alternatives

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Morningstar Office Reviews

User Rating

4/5 (Based on 28 Ratings)

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Morningstar Office FAQs

Does Morningstar Office provide API?

No, Morningstar Office does not provide API.

Morningstar Office Contact

Vendor Details

Chicago, Illinois

Contact Details

+1 312 696-6000

Social Media Handles


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