Morningstar Office Reviews & Product Details

Research and reporting. Appreciate the integration with our custodian Review collected by and hosted on G2.com.

Systems such as CRM are bolted on so the process is not seamless Review collected by and hosted on G2.com.

Integrated Back office and Portfolio management. Good supporting team Review collected by and hosted on G2.com.

System is lack of versatility. Functions are very basic Review collected by and hosted on G2.com.

integration with the other tools and simplicity of user Review collected by and hosted on G2.com.

User design , though very simple, could be more intuitive by adding Ai suggestions. Review collected by and hosted on G2.com.

I love the all-in-one design. This was crucial for me after working at a large B/D with an in-house all-in-one system. Everything in one spot with one look made the transition much smoother for me and transitioning clients.

Combining portfolio research, design, reporting, accounting, billing, and rebalancing yields exceptional data integrity and seamless functionality. Advisor-facing research, reporting, and risk assessments, including simulations, are much better than I had before. Clients love the simple yet comprehensive reports with my own branding.

Access to the Morningstar data, articles, and presentations has provided many co-branded and original marketing content for clients.

Support from Morningstar has been the best in my tech stack. They have an incredible onboarding/training staff and a very helpful and pleasant ongoing support team. Review collected by and hosted on G2.com.

Like all rebalancers and accounting, it takes a little time to get everything set up how you want it.

Goal Bridge has been glitchy at times. Review collected by and hosted on G2.com.

Office Cloud gives extraordinary incentive inside an organization, as a heap of as often as possible utilized applications that are fundamental to day by day business and creation undertakings. Review collected by and hosted on G2.com.

While generally the product functions admirably, the UI can be confounding or baffling on occasion. Windows and tooltips don't generally carry on as you would, and discovering highlights can demonstrate difficult enough that regularly you end up simply utilizing the hunt to discover them. Review collected by and hosted on G2.com.

Easy way to get access to instant risk and return information Review collected by and hosted on G2.com.

Inability to change the class or series of the fund from the same fund page. You need to start a new search Review collected by and hosted on G2.com.

It's really easy to use. Inputting data in tales some time, but the reports are beautiful, and more importantly, helpful when meeting with clients. They're also very informative and easy to read. Most clients are able to answer their own questions about the activity of the investments in their accounts. Morningstar has essentially helped us build and maintain our business. Review collected by and hosted on G2.com.

Manually entering data isn't fun. I wish integration with Wealthscape becomes a reality. My coworkers and I have to manually enter the values of each investment from each of our clients' accounts into Morningstar and it takes. One of the assistants was assigned to get a few dozen reports done on the week of Christmas (which I had off) and I ended up staying up until 2 AM to do it before client meetings because he didn't get any of it done. It would have been easier if Morningstar was integrated with Wealthscape. Review collected by and hosted on G2.com.

Presentation studio

Database with qualitative reports written by Morningstar Analysis

Info on portfolio positioning Review collected by and hosted on G2.com.

Peer analysis is not quite accurate given that every share classes is put in the universe. This means that for some asset class only institutional share class get five stars. Dividing the universe for retail and institutional investors would be a massive improvement

Excel add-in is slow: it doesn't update data quickly

Creating portfolio accounts by inserting funds per quotes is difficult because of the limitation of only two decimals

Contribution analysis is quite complex to use, it needs a lot of elements to be set and not in an intuitive way, Review collected by and hosted on G2.com.

The presentation of chart data and comparison of funds is great Review collected by and hosted on G2.com.

The interface is slow and the desktop application needs improvement Review collected by and hosted on G2.com.

This has great tools for analysis on portfolios. Review collected by and hosted on G2.com.

Sometimes can load slowly and can be a bit clunky Review collected by and hosted on G2.com.