spotsaas-logo
Get Listed
Morningstar Office - Investment Portfolio Management Software

Morningstar Office Alternatives with Better Features

Master your portfolio with ease.

Request a Quote

Pricing

  • Morningstar Office offers custom pricing plan

Request a Quote

Alternatives of Morningstar Office with

Filter results

Sort by :

Recommended
Sponsored
Score
Rating
Alphabetical

Features

+ Show 1 more

Share this page

Showing 1-2 out of 2

to-rated

List of the Top Morningstar Office alternatives as of June 2025

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.

BigAgile - New SaaS Software

BigAgile

Streamlining success with advanced portfolio management.

Request a Quote

Add to compare

Product Description

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 more

Common Features

No common features

Unique Features

  • Milestone Tracking

  • Access Control

  • Portfolio Management

+ 4 more

Pricing

BigAgile offers custom pricing plan

JCurve - New SaaS Software

JCurve

Simplify portfolio management with JCurve.

Request a Quote

Add to compare

Product Description

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 more

Common Features

No common features

Unique Features

  • Dashboard

  • Investor Management

  • Performance Analysis

+ 2 more

Pricing

Free Trial available, Try Now

Starts from $100/Month

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

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