Review Detail
Overall rating
2.8
Company
4.0
Technology Support
4.0
Reconcilliation
1.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
4.0
Security
3.0
Hosting
3.0
Pricing
3.0
Morningstar Office
Overall, I like the program.
User Review
The Good
I feel that it has great analystical tools and I like that it does integrate with my custodian. It makes it easy to view client portfolios.
The Bottom Line
I am use to utilizing Morningstar and enjoy the tools.
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