Morningstar Office Alternatives (January 2026)

Morningstar Office

RIA Practice and Portfolio Management Software | Morningstar

https://www.morningsta.com/business/brands/wealth/products/morningstar-office/

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

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1.
Morningstar Direct | Asset Management Platform | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/direct/

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

2.
Advisor Workstation | Financial Advisor Tool | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

3.
Investment Portfolio Management Software for Advisors | FinFolio
http://www.finfoli
.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

4.
Portfolio Risk Management Software & Analysis Tool | AlternativeSoft
http://www.alternativesof
.com/

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

5.
YCharts - Financial Research and Proposal Platform
https://ychart
.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

6.
Investment Analysis & Sales Enablement Software | Equisoft/analyze
https://www.equisof
.com/products/analyze/

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

7.
IR Insight® | Investor Relations Software | Nasdaq
https://www.nasda
.com/solutions/ir-intelligence/nasdaq-ir-insight/

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

8.
Portfolio Intelligence Software for Venture Capital
https://vestberr
.com/

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

9.
Orion Advisor Solutions | WealthTech for Advisors
https://orio
.com/

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.