Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Morningstar Office
Modern CRM integrated with a suite of investment tools and data solutions to elevate advisor capabilities
Integrations /Custodians & Portfolio Management
Modern CRM integrated with a suite of investment tools and data solutions to elevate advisor capabilities
Overview
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.
View Morningstar Office accounts and balances on the Morningstar tab, all from the Contact Record in Wealthbox.
Easily access and manage Morningstar Office reports directly within Wealthbox by clicking on the “View Reports” button.
“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
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
