Morningstar Office

Morningstar Office SMCloud, the new web-based platform for modern advisors.

Languages supported: English

8.0/10 (Expert Score) ★★★★★
Product is rated as #16 in category Investment Portfolio Management Software
Ease of use
8.1
Support
7.8
Ease of Setup
7.6

Morningstar Office is Morningstar’s Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications. Our portfolio management software connects our independent data and research to your tools so you can accomplish more. Review analyst research content curated for you, including research and investor-focused reports to support your best-interest recommendations.

Morningstar Office
Morningstar Office

Show more categories

Customer Reviews

Morningstar Office Reviews

Sam C.

Advanced user of Morningstar Office
★★★★★
Flawless Platform for cloud office!

What do you like best?

Office Cloud is spine our association tasks we as a whole are utilizing this total arrangement there is a great deal work and accommodating highlights are available for our help, in our association generally the sum total of what arrangement has been as of now executed like Skype for business, Microsoft group, One Drive, Power BI, Office Cloud Is one of that application which is utilizing our whole association.

What do you dislike?

There is next to no about Office Cloud I don't care for. Viewpoint could utilize a tasteful redesign as I would see it, however, that is a pretty minor problem for programming as ground-breaking as this.

Recommendations to others considering the product:

Generally, this is fantastic programming that is certainly justified regardless of the yearly expense that Microsoft charges. I would strongly prescribe it to anybody searching for an Office set-up of programming, regardless of whether a little office or bigger association.

What problems are you solving with the product? What benefits have you realized?

It gives us a typical language to utilize when working. It's quickly justifiable - and Teams has been a gift from heaven during the pandemic.

Review source: G2.com

Leave a reply

Your total score

B2B Software Guide