Solutions

Morningstar Office

Morningstar Office is a complete practice and portfolio management system for independent financial advisors.

This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal and document vault. All account download and reconciliation services for Mid Atlantic – Morningstar Office users are handled by Mid Atlantic’s Back Office Services.

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