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| 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 | Seeking Alpha provides investors with breaking news, analysis and newsletters to follow their investments and the market. We also have a suite of subscription plans that address specific investing styles and user needs. Read more |
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| Read All User Reviews | Read All User Reviews |
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Morningstar Office Custom |
Basic Custom Premium $119.00 $119.00 per year Pro $199.99 $199.99 per month |
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Personal Capital
4 Based on 1 Ratings 
Orion Advisor Trading
2.7 Based on 3 Ratings |
Morningstar Direct
4.3 Based on 10 Ratings
Ziggma
4.9 Based on 11 Ratings |
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| Videos | Not Available |
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| Company Details | Located in: Chicago, Illinois | Located in: New York City, New York Founded in: 2004 |
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+1 312 696-6000 https://www.morningstar.com/products/office |
Not available https://seekingalpha.com/ |
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