Morningstar Office. Keep using the technology you love and do less of the work you don’t (like manual data entry). Our portfolio management system connects data and research to your tools so you can accomplish more. Presentation Studio on a mac PB. Morningstar Office. Morningstar Office. Suite integrates practice and portfolio management to streamline workflows and elevate the advisor-client relationship. Client Return Summary.
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Jan 05, 2011. We're sorry but Morningstar Direct Cloud doesn't work properly without JavaScript enabled. Please enable it to continue. Morningstar Office SM Cloud: Get Started with Morningstar Office SM Cloud: Your new practice management platform will be ready soon, but first we need to register your account. We'll walk you through the two-step process. Contact a Morningstar Business Development Consultant at 1.
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