Morningstar Office Reviews in June 2025: User Ratings, Pros & Cons

"Perfect for storing data in cloud!"

What do you like best about Morningstar Office? Office Cloud gives extraordinary incentive inside an organization, as a heap of as often as possible utilized applications that are fundamental to day by day business and creation undertakings. What do you dislike about Morningstar Office? While generally the product functions admirably, the UI can be confounding or baffling on occasion. Windows and tooltips don't generally carry on as you would, and discovering highlights can demonstrate ...

"LOTS of data"

What do you like best about Morningstar Office? We are very happy with Morningstar Office. It provides what seems like an unlimited amount of data with very robust reports. We're able to customize our own Quarterly Reports so it has our logo on it as well as the look and feel we were going for. We're also using the software in conjunction with TRX to help us with trading in our client's accounts. We've decided to use the Back Office Support (BOS) Team to do our reconciliation as well which ...

"Vast Database of Data"

What do you like best about Morningstar Office? - Great for researching mutual funds, ETFs, stocks, and other types of securities - Excellent comparison tools and charts - Insightful opinions and analysis reports What do you dislike about Morningstar Office? - Interface could be a little cleaner and more organized - Proposals system could be improved What problems is Morningstar Office solving and how is that benefiting you? - Investment research to form our models or individual ...

"Not a great software"

What do you like best about Morningstar Office? Morningstar office has a very nice feature that allows reports to be designed. What do you dislike about Morningstar Office? There are consistently errors with the reports generated by Morningstar office. Recommendations to others considering Morningstar Office: If you plan to grow to a large firm, this is not a great software. What problems is Morningstar Office solving and how is that benefiting you? Morningstar office acts as our portfolio ...