Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
Morningstar Office
 |
0.0 (0) |
October 05, 2010
Hits: 938
Company Info
| Company Name: | |
| Data Last Updated: |
|
| Data Verified by Company: | |
| Website: | |
| Contact Email: |
|
| Phone Number: |
|
| Year Founded |
|
| Number of Employees: |
|
Software Overview
| Format: | |
| Size of Firms Targeted: | |
| Target Market: | |
| Number of Firms Using: |
|
Pricing
| Pricing Based By: | |
| Trial: | |
| Initial Training: | |
| Support: |
Total System Features
| Components of System: | |
| Data Synchs in All Components: |
Integrations
| Outsource Solutions: | |
| Portfolio Management Systems: | |
| CRM: | |
| Account Aggregation: | |
| Financial Planning: | |
| Rebalancing: | |
| Analytics: | |
| Document Management: | |
| Websites: | |
| Client Portals: | |
| Form Fill: | |
| Custodian: | |
| IPS Software: | |
| Web Reporting: | |
| Report Packaging: | |
| College Planning: | |
| Other Applications: | |
| Total System: |
Security
| Security Functionality: |
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.
User reviews
There are no user reviews for this listing.
To write a review please register or log in.
