Morningstar Office - Reporting and Document Management

U.S.A.

Morningstar Office
All-inclusive advisor practice management software.


		Overview


		Practice Management


		Portfolio Management and Performance Reporting


		Client Management


		Investment Planning


		Investment Research


		Reporting and Document Management


		Back Office Services

Related Products

Advisor Workstation

Reporting and Document Management

Morningstar Office

features extensive reporting capabilities for developing presentations, advising clients, and presenting performance results. Best of all, the client-ready reports are full of the Morningstar analytics that investors understand and look for, including the Morningstar Rating™, the Morningstar Style Box™, and Morningstar Sectors. With the secure Client Web Portal and document vault, you can safely store all reports and files to comply with industry regulations and offer a convenient way for your clients to view them online.

What you can do:

Create professional documents

	Create well-illustrated, colorful reports with iconic Morningstar graphics
	Generate Adobe PDF files for easy printing and distribution

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Most of our reports are FINRA-reviewed, and all can be generated as PDF files to share with clients and prospects in person or online.

View a complete list of reports here

Save time with batch reporting

	Create several individualized sets of reports at one time
	Email reports to clients directly from Morningstar Office
	Generate reports as PDF or Word documents

Morningstar Office’s batch reporting feature automates an otherwise time-intensive process, saving advisors hundreds of hours. They can specify the elements to present in the reports, determine when to run the reports, and which clients or groups of clients will receive them. Morningstar Office takes care of the rest. Reports can be emailed directly to clients, archived, or posted to the Client Web Portal.

Safely store client communications online

	Access reports, inbox and sent emails, calendar items, and notes
	Retain and retrieve up to six years of records
	No additional hardware or software is required

Morningstar Office’s SEC-compliant centralized storage archive makes it easier to save and find past client correspondence and information. The standard Morningstar Office subscription includes access to archived communications.

Post client documents to customized Client Web Portal

	Post client reports online, individually or in batches, for easy access
	Save multiple document types, including Word, Excel, and PDF files
	Email your clients after you post the reports or add a link to the portal from your own website

The Morningstar Office Client Web Portal makes it easy for advisors to quickly and safely share reports and other account information. Clients can log in securely with an email address and password to view the documents at their convenience. Paperless statements are secure and easy to generate, providing faster reporting for clients, significant cost savings, and a greener option for an advisor's practice.

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