G2 Vendor Directory

Morningstar Office

by Morningstar

19

Reviews

3.9

Star rating

#8

Rank in Investment Portfolio Management

Pros and cons

Pros

    Cons

    • Software Instability

    Traffic & LLM citations

    Monthly G2.com page views and citations by AI answer engines for Morningstar Office.

    Page views and citations · Morningstar Office

    Source: G2 review data

    Losing to

    Based on reviewers of other products who said they switched from Morningstar Office.

    1

    Morningstar Direct Advisory Suite (formerly Advisor Workstation)

    6 switched
    2

    YCharts

    2 switched
    3

    Morningstar Direct

    2 switched
    4

    Nitrogen

    1 switched
    5

    Koyfin

    1 switched

    Key stats

    —

    28

    Small Business

    2

    Adoption by company size

    SegmentShare of reviews
    Small Business84.2%
    Mid-Market0.0%
    Enterprise15.8%

    Quarterly history

    QuarterReviewsStar rating
    2025 Q410.0

    Satisfaction ratings

    Ease of Use8.6
    Ease of Setup9.1
    Quality of Support8.7
    Meets Requirements9.0

    What reviewers say

    Long time office user

    4.0

    “I love the account managment aspect and reporting that we can provide to our clients. It's integeral to our daily operations.”

    Director of Compliance

    Basic research, portfolio management and backoffice in one.

    4.0

    “Integrated Back office and Portfolio management. Good supporting team”

    Principal

    5 year user

    4.5

    “Research and reporting. Appreciate the integration with our custodian”

    Owner