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Portfolio management platform with research, reporting, client management, and billing capabilities. Includes performance reporting, investment planning tools, and access to Morningstar's investment research and analytics.
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client profile management
Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information
Yes - has this feature
Platform provides client management, and the ability to maintain client profiles as part of its CRM features.
Relationship mapping
Capability to map and visualize client relationships, family structures, and associated entities
Yes - has this feature
Relationship mapping is available via family tree and household/entity management features, as listed on product documentation.
Client segmentation
Tools to segment clients based on assets, revenue, risk profile, or custom criteria
Yes - has this feature
Client segmentation by custom criteria is a reported feature of the platform for practice management.
Contact management
System to track all client interactions, communications, and touchpoints
Yes - has this feature
Contact management is integral to the CRM built into Morningstar Office.
Client onboarding workflow
Structured process for onboarding new clients with necessary documentation and compliance checks
Yes - has this feature
Client onboarding workflow including compliance and documentation is available, per product guides.
Digital client portal
Self-service portal for clients to view portfolio information and interact with advisors
Yes - has this feature
Digital client portal is offered for client self-service, as confirmed by solution overview.
Client documents repository
Secure storage and organization of client documents and contracts
Yes - has this feature
Document repository for secure client documents is advertised as a feature.
Communication preferences
Management of client communication preferences and frequency
Yes - has this feature
Supports management of client communication preferences in CRM.
Service level tracking
Tools to monitor and ensure service level agreements are met for different client segments
No information available
Client retention analytics
Metrics and tools to identify at-risk clients and support retention strategies
Yes - has this feature
Analytics available to support client retention, including at-risk client identification.
Next best action recommendations
AI-driven suggestions for appropriate next steps in client engagement
No information available
Client capacity
Maximum number of client profiles the system can efficiently manage
No information available
Model portfolio construction
Tools to create and maintain model portfolios for different investment strategies
Yes - has this feature
Model portfolio construction and management are central investment functions per product details.
Asset allocation
Functionality to design and implement strategic and tactical asset allocation
Yes - has this feature
Asset allocation tools included as core portfolio construction features.
Portfolio rebalancing
Automated or manual rebalancing tools to maintain target allocations
Yes - has this feature
Automated and manual portfolio rebalancing supported as a standard feature.
Drift monitoring
Tools to monitor portfolio drift from target allocations
Yes - has this feature
Portfolio drift monitoring capabilities available according to documentation.
Tax harvesting
Capability to identify and execute tax-loss harvesting opportunities
Yes - has this feature
Tax harvesting available as a feature per platform documentation.
Custom constraints
Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.)
Yes - has this feature
Users can set and maintain custom portfolio constraints (sector, ESG, etc.) in the system.
Cash management
Tools to manage cash positions and flows within portfolios
Yes - has this feature
Cash management tools are built into the system per the product description.
Multi-currency support
Capability to manage portfolios across multiple currencies
Yes - has this feature
Multi-currency support is available for international portfolios as stated in system specifications.
Alternative investments integration
Support for incorporating and tracking alternative investments in portfolios
Yes - has this feature
Supports tracking of alternative investments in portfolios, per feature list.
Investment policy compliance
Tools to ensure portfolios comply with client investment policy statements
Yes - has this feature
Compliance with investment policy statements is supported through platform compliance tools.
What-if scenarios
Capability to model different portfolio scenarios before implementation
Yes - has this feature
Enables 'what-if' scenario modeling for portfolio construction and planning.
Bulk order generation
Ability to generate orders across multiple portfolios efficiently
Yes - has this feature
Bulk order generation is supported for efficient trade workflows as described on website.
Rebalancing speed
Time required to analyze and generate rebalancing recommendations for portfolios
No information available
Security research database
Comprehensive database of investment securities with detailed information
Yes - has this feature
Includes access to Morningstar’s comprehensive security research database.
Market data integration
Real-time or delayed market data feeds integrated into the platform
Yes - has this feature
Market data integration, both delayed and real-time, is offered as part of the platform.
Fundamental analysis tools
Tools for fundamental analysis of stocks, bonds, and other securities
Yes - has this feature
Fundamental analysis tools are a core Morningstar Office capability.
Technical analysis
Charts and tools for technical analysis of security price movements
Yes - has this feature
Technical analysis functionality is supported within portfolio tools.
ESG screening
Tools to screen and analyze investments based on environmental, social, and governance factors
Yes - has this feature
ESG screening tools available via integration with Morningstar sustainability data.
Research report integration
Integration with third-party research reports and analysis
Yes - has this feature
Integration with Morningstar and third-party research reports is a key platform capability.
Customizable screening
Ability to create and save custom screening criteria for investments
Yes - has this feature
Customizable screening for investments is present in screening tools.
Investment ideas workflow
Process for generating, evaluating, and implementing investment ideas
Yes - has this feature
Investment ideas workflow, including research to implementation, is supported by the product.
Macroeconomic data analysis
Tools to analyze and incorporate macroeconomic trends into investment decisions
Yes - has this feature
Macroeconomic data integration for research and analysis is offered.
Alternative data sources
Integration with alternative data sources for investment insights
No information available
AI-powered insights
Machine learning tools to identify patterns and generate investment insights
No information available
Market sentiment analysis
Tools to analyze market sentiment from news, social media, and other sources
Yes - has this feature
Market sentiment analysis is available based on integrated news and research analysis.
Securities coverage
Number of securities covered in the research database
No information available
Risk profiling
Tools to assess and document client risk tolerance and capacity
Yes - has this feature
Platform provides client risk profiling tools as part of financial planning.
Portfolio risk analytics
Measurement of portfolio risk metrics (standard deviation, VaR, etc.)
Yes - has this feature
Portfolio risk analytics including VaR and standard deviation, available within the analytics suite.
Stress testing
Capability to stress test portfolios under different market scenarios
Yes - has this feature
Stress testing can be performed on portfolios as documented by the platform help center.
Monte Carlo simulations
Tools to run Monte Carlo simulations for portfolio outcomes
Yes - has this feature
Monte Carlo simulation tools are an option for scenario analysis within financial planning.
Factor-based risk analysis
Analysis of portfolio exposure to various risk factors
Yes - has this feature
Supports factor-based risk analysis as a component of performance/risk reporting.
Concentration risk monitoring
Tools to identify and monitor concentration risks in portfolios
Yes - has this feature
Provides concentration risk monitoring among risk analytics features.
Downside protection tools
Features to implement and monitor downside protection strategies
Yes - has this feature
Various tools for downside protection tracking can be customized in the platform.
Liquidity risk management
Tools to assess and manage portfolio liquidity risks
Yes - has this feature
Portfolio and position liquidity risk management are supported by risk analytics.
Counterparty risk tracking
Monitoring of exposure to various counterparties
No information available
Risk-adjusted performance metrics
Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.)
Yes - has this feature
Morningstar Office provides risk-adjusted performance metrics including Sharpe and Information Ratio.
Pre-trade compliance checks
Automated checking of trades against risk parameters before execution
Yes - has this feature
Pre-trade compliance checks are included in the trading and risk modules.
Risk exception alerting
Automated alerts when portfolios exceed risk thresholds
Yes - has this feature
Risk exception alerting is available through compliance module and custom reporting.
Scenario analysis capacity
Number of different market scenarios available for stress testing
No information available
Performance calculation
Accurate calculation of time-weighted and money-weighted returns
Yes - has this feature
Performance calculation supports time-weighted and money-weighted returns.
Benchmark comparison
Tools to compare portfolio performance against relevant benchmarks
Yes - has this feature
Portfolio and account performance can be compared to relevant benchmarks.
Attribution analysis
Performance attribution to identify sources of returns
Yes - has this feature
Performance attribution analysis provided in reporting features.
Custom reporting
Ability to create customized performance reports
Yes - has this feature
Reports can be customized and scheduled, as confirmed by the platform capabilities.
Interactive dashboards
Interactive dashboards for exploring performance data
Yes - has this feature
Offers interactive dashboards for performance and analytics review.
Scheduled reporting
Automated generation and distribution of scheduled reports
Yes - has this feature
Automated and scheduled report generation/distribution are available.
Multi-period analysis
Performance analysis across different time periods
Yes - has this feature
Supports multi-period analysis in performance reporting.
Composite reporting
Capability to create and report on performance composites
Yes - has this feature
Composite reporting (GIPS composites, etc.) can be generated.
GIPS compliance
Support for Global Investment Performance Standards compliance
Yes - has this feature
Supports GIPS-compliant performance reporting.
Peer group comparison
Tools to compare performance against peer groups
Yes - has this feature
Peer group and benchmark comparisons can be set up in performance analytics.
Tax-aware reporting
Performance reporting that accounts for tax impacts
Yes - has this feature
Provides tax-aware and after-tax performance reporting.
Mobile reporting access
Access to performance reports via mobile devices
Yes - has this feature
Performance reports are accessible via mobile devices/web portal.
Report generation time
Average time to generate comprehensive performance reports
No information available
Financial planning tools
Integrated or connected tools for comprehensive financial planning
Yes - has this feature
Includes comprehensive financial planning tools and integrations.
Goal-based planning
Capability to define, track, and manage client financial goals
Yes - has this feature
Goal-based planning is built into the client planning workflows.
Retirement planning
Specialized tools for retirement scenario planning
Yes - has this feature
Retirement planning modules are a featured capability.
Estate planning integration
Features to incorporate estate planning considerations into wealth management
Yes - has this feature
Estate planning inputs and reporting are provided in planning functions.
Tax planning
Tools to optimize portfolio management for tax efficiency
Yes - has this feature
Built-in tax planning and optimization tools are included.
Cash flow modeling
Capabilities for projecting and analyzing client cash flows
Yes - has this feature
Cash flow modeling as part of planning module is included.
Insurance needs analysis
Tools to assess and incorporate insurance planning into wealth management
Yes - has this feature
Insurance needs analysis as a planning feature is mentioned in documentation.
Education funding planning
Features for planning and managing education funding goals
Yes - has this feature
Education funding planning tools available within the financial planning module.
Plan vs. actual tracking
Tools to compare actual results against financial plan projections
Yes - has this feature
Provides tools for comparing plan vs. actual investment outcomes.
Life event planning
Support for planning around major life events (marriage, home purchase, etc.)
Yes - has this feature
Enables planning for life events like home purchase, marriage, etc.
Scenario comparison
Ability to create and compare different planning scenarios
Yes - has this feature
Supports scenario comparison in financial planning workflows.
Client-facing plan visualizations
Interactive visualizations of financial plans for client presentations
Yes - has this feature
Includes client-friendly plan visualizations.
Planning scenarios capacity
Maximum number of planning scenarios that can be compared simultaneously
No information available
Order management system
Comprehensive system for creating, tracking, and managing investment orders
Yes - has this feature
Investment order management system provided as standard trading feature.
Trade execution
Capabilities for executing trades directly or through connected systems
Yes - has this feature
Supports direct trade execution and trading through connected brokerages.
Pre-trade compliance
Automated checking of orders against compliance rules before execution
Yes - has this feature
Pre-trade compliance included as part of compliance/trading module.
Allocation management
Tools for managing the allocation of block trades across multiple accounts
Yes - has this feature
Allows allocation management of block trades.
Trading algorithms
Access to algorithmic trading strategies
Yes - has this feature
Algorithmic trading options available for selected asset classes.
FIX connectivity
Financial Information eXchange protocol support for connecting to trading venues
No information available
Multi-broker support
Ability to route orders to multiple brokers and trading venues
Yes - has this feature
Multi-broker support for routed trades exists per marketing documentation.
Trade cost analysis
Tools to analyze and optimize trading costs
Yes - has this feature
Provides post-trade analysis, including TCA.
Order staging and waves
Capabilities for staging and releasing orders in waves
No information available
Trade settlement tracking
Monitoring of trade settlement process and exceptions
Yes - has this feature
Tracks trade settlement with exception reporting.
Trading calendar
Integrated calendar of market trading days and holidays
Yes - has this feature
Built-in trading calendar with holiday schedules.
Order approval workflow
Configurable workflows for order review and approval
Yes - has this feature
Order approval workflows can be configured for trading compliance.
Order processing capacity
Maximum number of orders the system can process per minute
No information available
Regulatory reporting
Tools for generating required regulatory reports
Yes - has this feature
Regulatory reporting functionalities are integrated for compliance.
Compliance rule engine
Configurable engine to define and enforce compliance rules
Yes - has this feature
Configurable compliance rule engine is available.
AML/KYC integration
Anti-Money Laundering and Know Your Customer compliance tools
Yes - has this feature
AML/KYC workflow and compliance checks are included.
Suitability assessment
Tools to assess and document investment suitability for clients
Yes - has this feature
Suitability assessment can be performed and documented via compliance workflow.
Audit trail
Comprehensive tracking of all system activities for audit purposes
Yes - has this feature
Audit trail feature is available for compliance monitoring.
Fiduciary documentation
Tools to document compliance with fiduciary responsibilities
No information available
Code of ethics monitoring
Features to monitor and enforce code of ethics compliance
No information available
Personal trading oversight
Tools to monitor personal trading activities of employees
No information available
Best execution analysis
Analysis tools to demonstrate best execution practices
Yes - has this feature
Best execution analysis tools are available in post-trade modules.
Compliance attestations
Workflow for periodic compliance attestations and certifications
No information available
Regulatory updates service
Service to keep compliance rules updated with regulatory changes
No information available
Exception management
Process for identifying, tracking, and resolving compliance exceptions
No information available
Regulatory frameworks supported
Number of different regulatory frameworks supported by the system
No information available
API availability
Comprehensive APIs for integration with other systems
Yes - has this feature
Comprehensive APIs provided for integration; API documentation publicly available.
Cloud deployment
Availability of cloud-based deployment options
Yes - has this feature
Cloud deployment options available for Morningstar Office, per marketing materials.
On-premises deployment
Ability to deploy the system on-premises
Not as far as we are aware.*
Product is cloud-based SaaS; on-premise deployment not supported.
Mobile compatibility
Availability of mobile apps or responsive design for mobile devices
Yes - has this feature
Mobile compatibility through responsive design and web/mobile access.
Single sign-on
Support for enterprise single sign-on solutions
Yes - has this feature
Supports SSO (single sign-on) using SAML and enterprise standards.
Data warehouse integration
Ability to integrate with enterprise data warehouses
No information available
Custodian connectivity
Pre-built integrations with major custodians
Yes - has this feature
Connectors for integration with major custodians are built into platform.
CRM integration
Integration capabilities with CRM systems
Yes - has this feature
CRM integrations available (Salesforce and others per documentation).
Data import/export
Tools for importing and exporting data in various formats
Yes - has this feature
Data import/export supported via templates and various file types.
Customization capabilities
Extent to which the system can be customized without vendor involvement
Yes - has this feature
System is highly configurable at the user level for various workflows.
Disaster recovery
Robust disaster recovery capabilities and processes
Yes - has this feature
Disaster recovery capabilities described as enterprise grade in technical documentation.
Multi-factor authentication
Support for multi-factor authentication methods
Yes - has this feature
Multi-factor authentication supported out of the box.
System uptime
Guaranteed system availability as per SLA
No information available
Database performance
Speed of database query execution for common operations
No information available
Interface customization
Ability for users to customize their interface and workflows
Yes - has this feature
Offers interface and dashboard customization to the advisor user.
Role-based access control
Granular control over user permissions based on roles
Yes - has this feature
Role-based access control available (admin, advisor, assistant, etc).
Multi-language support
Availability of the interface in multiple languages
Yes - has this feature
Multi-language support stated for client-facing reports and advisor interface.
User training resources
Comprehensive training materials and programs
Yes - has this feature
Access to robust online training, webinars, and help documentation.
Support SLA
Defined service level agreements for technical support
Yes - has this feature
Support SLAs are described in customer onboarding collateral.
User community
Active user community for knowledge sharing
Yes - has this feature
Active community forums and knowledge base for users.
In-app guidance
Contextual help and guidance within the application
Yes - has this feature
In-app help and tooltips available throughout platform workflow.
Implementation services
Professional services for system implementation
Yes - has this feature
Professional implementation service provided for onboarding.
Regular updates
Frequency and transparency of system updates and enhancements
Yes - has this feature
Regular feature and security updates described in customer communications.
Sandbox environment
Availability of sandbox or test environments
Yes - has this feature
Sandbox/test environment available for select accounts (per support documentation).
Client success management
Dedicated client success resources for ongoing support
Yes - has this feature
Client success management team provided for high value clients.
User feedback mechanism
Process for users to provide feedback and enhancement requests
Yes - has this feature
Feedback tool available within platform for user suggestions.
Support response time
Average time to first response for support tickets
No information available
Supported concurrent users
Maximum number of concurrent users the system can support
No information available
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