Morningstar and BlazePortfolio Announce Strategic Agreement to Deliver End-to-End Back Office Solution for Investment Advisors


BlazePortfolio Systems  and Morningstar, Inc. today launched an integration agreement to provide Morningstar Office users access to BlazePortfolio’s streamlined rebalancing and trade order management system, Atom Align.  The strategic agreement between the Chicago-based firms delivers a complete solution for investment advisors seeking operational efficiencies through seamless integration of portfolio management systems.

Morningstar Office is a complete practice and portfolio management system for independent financial advisors, featuring robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal and document vault.

Download the press release below.


BlazePortfolio-MorningstarOffice Announcement (PDF 361.53 kb)

Schedule a Demo

With 100+ integrations, you can bring together everything your team needs to communicate, collaborate, and coordinate work, start to finish.