Koyfin |
| Description | 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. Read more | FactSet is a wealth management platform that provides investment companies with powerful analytics and data, empowering their environmental, governance and social strategies. The software is also known to offer instant access to comprehensive financial data and analytics that acts as crucial decision-makers. Moreover, advanced tools present within the same allow users to test their ideas, identify opportunities and find a new path forward. They also get to use market-level details through news and quotes. Moreover, with FactSet investors can monitor global markets, gain industry-level insight and research private and public companies through financial, ESG, debt, estimates, research news and other information. Overall, FactSet brings complete front-office solutions, helping investors to meet their evolving workflow needs, whether it’s global portfolio monitoring, company research, multi-asset order or execution management. Intuitive charts and reports found within the particular acts as performance measures as well as characteristics, style and risk detectors for multiple asset classes and portfolios. Read more |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Morningstar Office Custom |
FactSet Custom |
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View Detailed Pricing
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Personal Capital
4 Based on 1 Ratings 
Orion Advisor Trading
2.7 Based on 3 Ratings |
Koyfin
5 Based on 3 Ratings 
Bloomberg Terminal
4.5 Based on 61 Ratings 
Morningstar Office
4.3 Based on 14 Ratings 
Finbox-platform
4 Based on 1 Ratings |
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| Company Details | Located in: Chicago, Illinois | Located in: Norwalk, Connecticut |
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+1 312 696-6000 https://www.morningstar.com/products/office |
1.203.810.1000 https://www.factset.com/ |
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