Home Reviews Analytical Software Morningstar Office

Morningstar Office

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November 26, 2010 Hits: 719

Company Info
Software Overview
Features
Pricing & Support
Integrations
Security

Company Info

Company Name:	Morningstar
Data Last Updated:	November 25, 2010
Data Verified by Company:	No
Website:	www.corporate.morningstar.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(866) 705-5551
Year Founded	1991
Number of Employees:	800

Software Overview

Format:	Web Based
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Planner Wealth Manager
Number of Firms Using:	1,700

ANAL Features

Primary Functionality:	Investments Retirement College Planning Financial Planning
Analyzes:	Asset Classes Individual Risk Tolerance Individual Securities Portfolios
Other Functionality:	Asset Allocation Benchmarking Comparisons Diversification Investment Proposals Monte Carlo Simulation Portfolio Optimization Projections Returns Risk Volatility
Number of Reports:	50

Pricing

Pricing Based By:	License Fee
Trial:	Yes
Initial Training:	Email Online Resources Phone Remote
Support:	Email In Person Phone Remote Within Program

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	Morningstar Office
CRM:	None
Account Aggregation:	None
Financial Planning:	Morningstar Office
Rebalancing:	None
Analytics:	None
Document Management:	Morningstar Office
Websites:	None
Client Portals:	Morningstar Office
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	Morningstar Office

Security

Security Functionality:	Unique Username/Password Encrypted Connection (web)
Other Security Enhancements:	None

Morningstar Office is our complete practice and portfolio management system for independent financial advisors.

This single, all-inclusive platform is designed to support the core aspects of an advisor's practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal and document vault.

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