Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research.

The foundations you need for managing your practice

Portfolio accounting and reporting
Access your clients’ exposure across all investment types. Review the asset allocation, market value growth, and holding-level details of an account or client household, then create reports with snapshot views, performance, and detailed asset allocations to demonstrate the value of your advice.

Billing
Automate billing so you can schedule it and forget it. Our robust billing system can be tailored to the way you work, and our intuitive building blocks make it easy for you to efficiently run the way you bill and collect statements.

Security research and portfolio construction
Evaluate and screen securities to help you find the best managers, spot market trends, and build model portfolios. Easily find the right investments for your client portfolios using ready-set and custom data filters.

Meet the Morningstar Office lineup

• Risk analysis

Assess risk and exposure in your strategies and client portfolios with our scenario analysis tool. Use pre-defined scenarios to perform “what-if” analysis on market movements and visualize the results to clearly communicate the value of your recommendations to your clients.

• Independent insights

Power your decisions with Morningstar data and research. Read the latest commentary and follow our research analysts to create a curated view of the latest events, thought leadership, and trends in the industry.

• Client communication

Build client connections with confidence by leveraging research investors trust and data you can depend on to elevate client communication. Connect with clients using an interactive portal for updates and insights that can help them stay focused on their goals.

• Data aggregation and back office services

Morningstar® ByAllAccounts® aggregates your client’s accounts for a complete view of their financial picture. Our expertise in daily data importing and reconciliation means that your team can dedicate more time to security selection, marketing, and client relationship building.