Morningstar Office vs. Planr

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.

Planr is a portfolio monitoring and intelligence platform built for private equity firms, operating partners, finance teams, and portfolio company leadership teams. Private equity firms often have the same core problem: portfolio data is spread across spreadsheets, ERP systems, CRM systems, board decks, PDFs, management reports, finance packs, and individual analyst models. The result is slow reporting, inconsistent metrics, manual consolidation work, and limited visibility into what is happening across the portfolio between reporting cycles.