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Morningstar Office Cloud
Stock portfolio management software for independent advisors
Table of Contents
Morningstar Office Cloud - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: March 2021
Morningstar Office Cloud overview
What is Morningstar Office Cloud?
Office Cloud is a web-based portfolio management platform designed to help registered investors, advisors, wealth managers, and asset managers to educate clients about multiple investment opportunities through in-depth research analysis. The application equips advisors with research tools to review performance reports and formulate financial decisions.
Office Cloud’s interactive client portal offers market information to investors, allowing them to automate tasks across important events and projects. The solution facilitates client communication by providing investment insights and updates based on current industry trends including strategic beta and sustainable investing. The software permits managers to receive details on shifts in asset flows, fund fees, and stock performance. Office Cloud’s centralized dashboard notifies consultants whenever specialists publish new reports based on regulatory and technological changes.
The solution integrates with various third-party tool providers such as eMoney Advisors, Fidelity Investments, Junxure, RedTail, MoneyTree, Hidden Levers, Right Capital, TD Ameritrade, Flyer, Riskalyze, and more. It also provides financial professionals with research papers and documents on investing trends and portfolio management strategies.
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Morningstar Office Cloud’s user interface
Morningstar Office Cloud reviews
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Morningstar Office Cloud's features
Morningstar Office Cloud alternatives
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Morningstar Office Cloud integrations (4)
Top integrations
Morningstar Office Cloud support options
Typical customers
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Morningstar Office Cloud FAQs
Morningstar Office Cloud has the following typical customers:
Freelancers, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Morningstar Office Cloud support?
Morningstar Office Cloud supports the following languages:
English
Q. Does Morningstar Office Cloud support mobile devices?
Morningstar Office Cloud supports the following devices:
Android, iPad
Q. Does Morningstar Office Cloud offer an API?
Yes, Morningstar Office Cloud has an API available for use.
Q. What level of support does Morningstar Office Cloud offer?
Morningstar Office Cloud offers the following support options:
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base