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Morningstar Office Cloud
Stock portfolio management software for independent advisors
Last updated: March 2026
Morningstar Office Cloud Alternatives & Competitors (2026)
Top 9 free alternatives
Value for money
Starting price
No pricing info
Functionality
Financial Analysis
4.5/5
Historical Reporting
4.4/5
Financial Management
4.3/5
Top Features
Client Portal
N/A
Portfolio Accounting
N/A
Portfolio Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Investment Management
4.7/5
Mobile Access
4.7/5
Electronic Payments
4.5/5
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Investment Advisors
3.7/5
For Traders
3.7/5
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Portfolio Accounting
4.3/5
Investment Management
4.2/5
Stock Tracking
4.2/5
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Financial Management
3/5
Data Import/Export
2/5
Cryptocurrency Tracking
1/5
Top Features
For Investment Advisors
N/A
Portfolio Accounting
N/A
Portfolio Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Categorization/Grouping
3/5
Portfolio Management
3/5
Alerts/Notifications
2/5
Top Features
Client Management
N/A
Client Portal
N/A
Financial Analysis
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Activity Dashboard
N/A
Top Features
Client Management
N/A
Client Portal
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
For Traders
N/A
Investment Management
N/A
Top Features
Data Import/Export
N/A
Financial Management
N/A
Value for money
Starting price
No pricing info
Functionality
Backlink Monitoring
5/5
Activity Dashboard
4.3/5
Alerts/Escalation
4.2/5
Top Features
Client Management
N/A
Client Portal
N/A
Data Import/Export
N/A
Value for money
Starting price
No pricing info
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Accounting Integration
N/A
Top Features
Client Management
N/A
Client Portal
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Benchmarking
N/A
Bonds/Stocks
N/A
Budgeting/Forecasting
N/A
Top Features
Client Management
N/A
Client Portal
N/A
For Investment Advisors
N/A
Value for money
Starting price
No pricing info
Functionality
API
3/5
Client Management
3/5
Data Visualization
3/5
Top Features
Alerts/Notifications
N/A
Client Portal
N/A
Data Import/Export
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Bonds/Stocks
5/5
API
N/A
Audit Trail
N/A
Top Features
Client Management
N/A
Data Import/Export
N/A
Financial Analysis
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
For Traders
N/A
Investment Management
N/A
Monitoring
N/A
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Investment Management
5/5
Portfolio Accounting
5/5
Stock Tracking
4.5/5
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Fund Management
5/5
Investments Tracking
4/5
Performance Metrics
4/5
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Investments Tracking
4.5/5
Data Import/Export
3.5/5
Accounting
N/A
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Investment Management
N/A
Monitoring
N/A
Stock Tracking
N/A
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Benchmarking
N/A
Bonds/Stocks
N/A
Cryptocurrency Tracking
N/A
Top Features
Alerts/Notifications
N/A
Client Management
N/A
Client Portal
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
N/A
API
N/A
Benchmarking
N/A
Top Features
Alerts/Notifications
N/A
Client Portal
N/A
Financial Analysis
N/A