Morningstar Office vs. fi360 Toolkit
A side-by-side comparison based on G2 review data.
| Metric | Morningstar Office | fi360 Toolkit |
|---|---|---|
| Overall rating | 3.9 | 4.0 |
| Review count | 19 | 11 |
| Ease of use | 8.6 | 8.4 |
| Ease of setup | 9.1 | 8.6 |
| Quality of support | 8.7 | 8.9 |
| Meets requirements | 9.0 | 8.4 |
| NPS | 27.777778 | 27.272727 |
| Small Business | 84.2% | 72.7% |
| Mid-Market | 0.0% | 9.1% |
| Enterprise | 15.8% | 18.2% |
| Total page views | 66 | 120 |
| Total LLM citations | 212 | 197 |
Morningstar Office
Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal.
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
- Investment Management
- Data Analysis