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- Morningstar Advisor Workstation-vs-Morningstar Office
Compare Morningstar Advisor Workstation and Morningstar Office 
At a Glance
Market Segments
Small-Business (53.8% of reviews)
Small-Business (82.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Morningstar Advisor Workstation
Star Rating
(174)4.2 out of 5
Market Segments
Small-Business (53.8% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar Advisor WorkstationMorningstar Office
Star Rating
(18)4.1 out of 5
Market Segments
Small-Business (82.4% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar OfficeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Morningstar Office excels in customizable reporting, scoring 9.2, while Morningstar Advisor Workstation falls behind with a score of 7.5. Reviewers mention that the ability to tailor reports to specific client needs is a significant advantage in Morningstar Office.
- Reviewers say that the ease of setup is notably better in Morningstar Office, which has a score of 8.8 compared to Morningstar Advisor Workstation's 7.6. Users appreciate the streamlined onboarding process in Morningstar Office, making it quicker to get started.
- G2 users highlight that Morningstar Office offers superior client portal functionality, scoring 7.7, while Morningstar Advisor Workstation only scores 5.4. Users mention that the client portal in Morningstar Office provides a more user-friendly experience for clients to access their information.
- Users on G2 report that Morningstar Office outperforms in investment accounting with a score of 7.8, compared to Morningstar Advisor Workstation's 6.0. Reviewers mention that the investment accounting features in Morningstar Office are more robust and easier to navigate.
- Reviewers mention that Morningstar Office provides better data aggregation capabilities, scoring 9.6, while Morningstar Advisor Workstation only scores 6.9. Users say that the comprehensive data aggregation in Morningstar Office allows for more informed decision-making.
- Users report that the quality of support is higher for Morningstar Office, with a score of 8.3, compared to Morningstar Advisor Workstation's 7.4. Reviewers mention that the support team for Morningstar Office is more responsive and helpful, enhancing the overall user experience.
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Pricing
Entry-Level Pricing
Morningstar Advisor Workstation
No pricing availableMorningstar Office
No pricing availableFree Trial
Morningstar Advisor Workstation
Free Trial is available
Morningstar Office
No trial information availableRatings
Meets Requirements
8.3
142
8.8
12
Ease of Use
6.9
171
8.2
13
Ease of Setup
7.6
123
8.8
7
Ease of Admin
7.5
31
9.0
5
Quality of Support
7.4
124
8.3
13
Has the product been a good partner in doing business?
8.7
37
9.0
5
Product Direction (% positive)
7.4
142
5.5
13
Features by Category
Financial Information
7.9
85
Not enough data
7.0
85
Not enough data
Analysis
7.7
83
Not enough data
7.7
84
Not enough data
7.7
81
Not enough data
6.0
81
Not enough data
6.4
80
Not enough data
Market News
6.2
82
Not enough data
7.4
82
Not enough data
6.8
82
Not enough data
Platform Basics
5.9
82
Not enough data
6.3
82
Not enough data
Functionality
7.5
97
9.2
8
7.9
97
9.0
7
Feature Not Available
7.7
8
6.0
93
7.8
6
6.5
94
7.9
7
6.6
92
7.5
6
7.6
69
Not enough data
Integration
6.9
93
9.6
8
5.9
92
7.8
6
7.0
93
6.2
7
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Morningstar Advisor Workstation and Morningstar Office are categorized as Investment Portfolio Management
Unique Categories
Morningstar Advisor Workstation is categorized as Financial Research
Morningstar Office is categorized as Investment Accounting
Reviews
Reviewers' Company Size
Morningstar Advisor Workstation
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Morningstar Office
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
72.8%
Investment Management
13.3%
Banking
5.2%
Insurance
2.3%
Investment Banking
1.7%
Other
4.6%
Financial Services
82.4%
Wholesale
5.9%
Investment Management
5.9%
Banking
5.9%
‐
Other
0.0%
Most Helpful Reviews
Morningstar Advisor Workstation
Most Helpful Favorable Review
Anirudh K.
Verified User in Insurance
The ease of navigation and comprehensive reporting and analytics
Most Helpful Critical Review
Verified User in Investment Management
Portfolio analysis tools are not robust enough for me, for the version we are subscribed to. Have you ever seen Ycharts?
Morningstar Office
Most Helpful Favorable Review
Ammaar S.
Verified User in Financial Services
The presentation of chart data and comparison of funds is great
Most Helpful Critical Review
Verified User in Financial Services
There are consistently errors with the reports generated by Morningstar office.
Anirudh K.
Verified User in Insurance
The ease of navigation and comprehensive reporting and analytics
Ammaar S.
Verified User in Financial Services
The presentation of chart data and comparison of funds is great
Verified User in Investment Management
Portfolio analysis tools are not robust enough for me, for the version we are subscribed to. Have you ever seen Ycharts?
Verified User in Financial Services
There are consistently errors with the reports generated by Morningstar office.
Alternatives
Discussions
Morningstar Advisor Workstation has no discussions with answers
Morningstar Office has no discussions with answers
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