Get started with Wealthbox + Morningstar Office

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.

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  View Morningstar Office accounts and balances on the Morningstar tab, all from the Contact Record in Wealthbox.

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  Easily access and manage Morningstar Office reports directly within Wealthbox by clicking on the “View Reports” button.