Morningstar to Unveil Office Cloud

It will enable advisers to manage their practices and portfolios

Morningstar has announced that in the first quarter of 2018, it will introduce Morningstar Office Cloud, a cloud-based practice and portfolio management platform for advisers—designed to replace multiple legacy systems.

Advisers can migrate client data from other portfolio accounting systems onto the new platform. Existing Morningstar Office users can migrate to Morningstar Office Could with no data conversion required.

“Amid increased regulatory uncertainty and heightened investor expectations, advisers are being challenged to rethink existing business models and better demonstrate the value of their advice to clients,” says Tricia Rothschild, chief product officer at Morningstar. “With Morningstar Office Cloud’s fully-integrated data and research capabilities, advisers can focus on what really matters—helping their clients reach their financial goals.”

The platform can be integrated with other third-party software packages and includes a client web portal that clients can log onto to access their information in real time, be it from a computer, laptop, iPad or mobile phone.

Visit for more information about Morningstar Office Cloud.