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Compare Morningstar Office vs Snowball Analytics

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Overview

Description

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and ... Read More

Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make ... Read More

Entry Level Pricing
  • Not Available
  • Starts from $8.33 , Billed Yearly
Free Trial Availability
  • No free trial
User Ratings
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Software Demo

Demo

Morningstar Office has not given any software demo yet

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Pricing

Pricing Option
      Starting From
      • Not Available
      • $8.33 , Billed Yearly
      Pricing Plans
      • Not Available
      • Trial period

        • The number of portfolios: 2

        • Holdings limit: Unlimited

        • Connect to your brokerage

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      • Free

        • The number of portfolios: 1

        • Holdings limit: 15

        • Dividend calendar

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      • Pro

        • The number of portfolios: Unlimited

        • Holdings limit: Unlimited

        • Connect to your brokerage

        Show more +

      Other Details

      Organization Types supported
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      • Freelancers
      • Individuals
      • Medium Business
      • Small Business
      • Large Enterprises
      Platforms Supported
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      Modes of support
      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online
      API Support
      • Not Available
      • Available
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      User Reviews

      User Ratings

      No reviews available for the product

      Rating Distribution

      Excellent

      6

      Very Good

      7

      Good

      0

      Poor

      1

      Terible

      0

      No reviews available for the product

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      Media and Screenshots

      Videos

      No videos available.

      video-0

      1 Videos

      Frequently Asked Questions (FAQs)

      Stuck on something? We're here to help with all the questions and answers in one place.

      Snowball Analytics offers Free Trial, but Morningstar Office does not.

      Morningstar Office is designed for Large Enterprises, Medium Business and Small Business.

      Snowball Analytics is designed for Large Enterprises, Medium Business and Small Business.

      The starting price of Snowball Analytics begins at $8.33/Month when Billed Yearly, while pricing details for Morningstar Office are unavailable.

      Some top alternatives to Morningstar Office includes Planisware Enterprise, MProfit, Personal Capital, Shootih, BigAgile, Portfoliopilot, Orion Advisor Trading, Assetmax and JCurve.

      Some top alternatives to Snowball Analytics includes Morningstar Office, Personal Capital, Shootih, Beanvest, Portfoliopilot, Orion Advisor Trading, DivvyDiary, JCurve, flowpilot and Sharesight.

      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].