Integrations /Portfolio Management

Get started with Wealthbox + Morningstar Office

Modern CRM integrated with a suite of investment tools and data solutions to elevate advisor capabilities


Morningstar Office is a portfolio management platform that provides independent investment research and financial data to advisors. With the Morningstar Office integration, advisors can access account details, balances, and positions from Morningstar Office – all from the Contact Record page in Wealthbox. Users can also view and save the most recent Morningstar Office client reports from within Wealthbox.

“The Wealthbox user experience and satisfaction ratings speak for themselves, and we know many of our clients will be thrilled to hear the integration is now available.”

Vincent Florack

Director of Strategic Partnerships, Morningstar Wealth

Get started with Wealthbox + Morningstar Office

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