What is Morningstar Office?
The Morningstar Office SMCloud platform is a comprehensive web-based solution designed to streamline portfolio accounting, practice management, and client engagement for modern financial advisors. This platform seamlessly integrates Morningstar's robust data, analytics, and ratings, providing advisors with a turn-key solution that addresses a wide range of their business needs
Highlights
- Reporting and Client Engagement: Morningstar Office offers a complete portfolio management and client reporting experience, with the ability to aggregate all assets and liabilities and generate automatic batch reports for individual clients or an entire practice
- Morningstar Research and Investment Data: Advisors have access to Morningstar's industry-leading investment data, including open-end mutual funds, stocks, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separate accounts, 529 college-savings plans, offshore funds, hedge funds, and bonds
- Morningstar Back Office Services: The platform includes daily multi-custodial imports and reconciliation services, allowing advisors to access up-to-date client data from their custodians, as well as held-away assets via Morningstar ByAllAccounts. Data conversion from other systems is also supported.