Top Alternatives to Morningstar Office - Better Options for 2026
Master your portfolio with ease.
Main Features
- Client Portal
- Dashboard
- Investment Monitoring
- Performance Analysis
Pricing
Morningstar Office offers custom pricing plan
Morningstar Office is a Investment Portfolio Management Software platform with a user rating of 4.0★ based on 28 reviews. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 9 vetted Investment Portfolio Management Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
Morningstar Office vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you shortlist faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Morningstar Office Current | Investment Portfolio Management Software | Custom pricing | 4.0 ★ | ✗ No |
 Planisware Enterprise | Project Management Software | Custom pricing | 4.0 ★ | ✗ No |
 MProfit | Investment Portfolio Management Software | Free plan available | 4.2 ★ | ✓ Yes |
 Personal Capital | Investment Portfolio Management Software | Custom pricing | No reviews | ✗ No |
 Shootih | Investment Portfolio Management Software | Custom pricing | No reviews | ✗ No |
 BigAgile | Strategic Planning Software | Custom pricing | No reviews | ✗ No |
Showing 1-9 out of 9
List of the Top Morningstar Office alternatives as of July 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
8.4
SpotScore
Planisware Enterprise
Streamline project planning, maximize productivity.
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What is Planisware Enterprise?
Planisware Enterprise is a powerful, easy-to-use and affordable project management software designed for the planning stage of business projects. Planisware's unique Gantt Charting technology allows easy to use and customizable reports that maximize productivity, minimize errors and optimize ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Timeline View
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Project Templates
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Idea Management
+ 12 more
Pricing
Planisware Enterprise offers custom pricing plan
MProfit
Effortless portfolio management at your fingertips.
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What is MProfit?
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Reports
+ 1 more
Unique Features
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Import-Export Option
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Risk Management
Pricing
MProfit offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
Personal Capital
Streamline your investments and reach financial goals.
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What is Personal Capital?
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Financial Management
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Online Banking Integration
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Alerts
Pricing
Personal Capital offers custom pricing plan
Shootih
Streamline your investments with Shootih.
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What is Shootih?
Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Dashboard
Unique Features
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Online Banking Integration
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Real-time View
Pricing
Shootih offers custom pricing plan
BigAgile
Streamlining success with advanced portfolio management.
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What is BigAgile?
BigAgile is an extremely advanced portfolio management tool built especially for high performing organizations. It's more than just a reporting tool, allowing users to map out plans in line with their strategic goals and priorities. BigAgile simplifies tracking of deliveries against milestones ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Milestone Tracking
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Access Control
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Analytics
+ 3 more
Pricing
BigAgile offers custom pricing plan
Portfoliopilot
Navigate the market with confidence.
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What is Portfoliopilot?
Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
Unique Features
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Market Analysis
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Data Analysis
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Monitoring
Orion Advisor Trading
Revolutionize your trading strategies with Orion Advisor.
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What is Orion Advisor Trading?
Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax intelligence, and reimagine portfolio strategy through its SMA optimizer and model marketplace. Free up ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Optimization Tool
Pricing
Orion Advisor Trading offers custom pricing plan
Assetmax
Streamline your wealth with Assetmax.
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What is Assetmax?
Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...
Read moreCommon Features
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Portfolio Management
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Investment Monitoring
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Performance Analysis
Unique Features
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Reporting
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Seamless Integration
Pricing
Assetmax offers custom pricing plan
JCurve
Simplify portfolio management with JCurve.
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What is JCurve?
JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...
Read moreCommon Features
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Dashboard
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Performance Analysis
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Portfolio Management
Unique Features
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Investor Management
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Key Performance Indicators
Pricing
Free Trial available, Try Now
Starts from $100/Month
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
