Morningstar Office Ratings (September 2025)
This page breaks down Morningstar Office ratings from all verified review sources to give you a clear, unbiased view of what real users think in September 2025.
We’ve aggregated the latest scores from all major platforms like Trustpilot, G2, Capterra and many more to help you understand Morningstar Office’s overall reputation. This data-driven overview will show you exactly how Morningstar Office is rated - including how it compares to competitors.
Morningstar Office's Overall Rating Summary
- Average Rating:2.0/5
- Total Reviews:145 reviews
- Sources:G2, Capterra, Trustradius, Trustpilot
- Last updated:September 1, 2025
Morningstar Office Ratings by Source
| Platform | Rating | Reviews | Last Update |
|---|---|---|---|
 G2 | 4.1/5 | 18+ reviews | 01.09.25 |
 Capterra | 0/5 | 0+ reviews | 14.08.24 |
 Trustradius | 4.1/5 | 12+ reviews | 14.01.25 |
 Trustpilot | 1.5/5 | 115+ reviews | 01.09.25 |
What is Morningstar Office?
Morningstar Office℠ is an all-in-one practice and portfolio management software for RIAs that integrates Morningstar data, research, and analysis to simplify daily routines. It offers features such as client relationship management, tax-aware trading and rebalancing, fee billing, and risk profiling, all designed to enhance client engagement and streamline back-office tasks. The platform supports creating investment plans, generating compliant reports, analyzing portfolios, and managing client portfolios with third-party model customization.
🤔 Morningstar Office vs Competitors: How Do Ratings Compare?
Check out Morningstar Office AlternativesFrequently Asked Questions
How many stars is Morningstar Office rated?
Morningstar Office has an average star rating of 2.0 out of 5 stars based on average of 145 reviews as of September 2025.
Where does the rating data come from?
The ratings are pulled from Morningstar Office public reviews pages on platforms: G2, Capterra, Trustradius, Trustpilot. We update these ratings monthly to ensure they reflect the most current customer feedback.
How overall average rating for Morningstar Office is calculated?
The overall average rating is calculated by taking the weighted average of all ratings, using the total reviews count from each platform as the weight.