Review Detail
Overall rating
4.1
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Morningstar Office empowers the advisor to analyze, select, and report client portfolios.
Useful for everyday practice management
User Review
The Good
Comprehensive analysis reporting and love the hypotheticals
The Bad
Price point for the suite of tools
The Bottom Line
Great product and tools are extremely useful but take some time to learn and master.
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