©2018 Morningstar, Inc. All rights reserved.

Rahul Ravikrishnan, Senior Product Manager, Institutional Software

Introduction to Morningstar Office SM Cloud

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Evolution of Modern Advisor

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The Evolution of Advice

Redefine and elevate the value of their advice.

Understand what truly matters to investors.

Always work in every client’s best interest.

Strive for efficiencyby sensibly integrating technology.

The goal-based financial services that today’s clients expect require a new type of practice.

To find success, modern advisors must:

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Challenges for Today’s Advisors

Changing InvestorExpectations

DisparateTechnology Solutions

Increased Regulatory Uncertainty

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Introducing Morningstar Office Cloud

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Introducing Morningstar® OfficeSM Cloud

For modern advisors who are transforming their practices, Morningstar OfficeSM Cloud provides an end-to-end solution aligned to advisors’ workflow in one platform, powered by Morningstar’s leading data and research.

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Helping Advisors Be Advisors

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Support For Your Daily Work

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Data You Can Trust

Client Web PortalRealtime Data UpdatesPerformance ReportsDocument VaultTablet Access

Research AnalysisNews & CommentaryClient Analysis Client Proposals/PresentationsPlanning Portfolio CreationRebalance /TradingBillingCRMTablet Access

Account /HouseholdPerformance

Report TemplatesInvestment ResearchModel Portfolios

Pershing

DST

ByAllAccounts/Morningstar

Custodians Automated / Semi-Automated Collection & Processing

AggregationScrubbingAccount CreationHouseholdingSecurity Data

Back Office/Data Source Firm Level Advisor Experience Client Experience

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Solutions to Simplify Your Workflow

Leverage fully integrated capabilities to save time and reduce errors.

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Practice and Portfolio Management

Analyze your investment lists through the lens of Morningstar’s proprietary data and ratings database.

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Investment Lists

Know your clients’ exposure across all investment types with a single click.

View all the underlying transactions for your accounts, sort and search through them, or export for additional analysis.

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Transactions and Securities in Practice

Compare your clients’ current portfolios against custom benchmarks and model portfolios to inform and support your recommendations.

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Custom Benchmarks and Model Portfolios

Access all of your generated reports in one place to simplify your workflow.

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Report Management

Our research portal can connect you to all the research from our global analyst team—one of the largest in the world—with curated content for the latest and most timely analysis.

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Research Portal

The research portal is optimized for your mobile device, giving you the ability to consume Morningstar research on the go.

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Research at Your Fingertips

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How new features make their way to the product

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RoadmapSep-Oct Nov-Dec Q1 2019 Q2 2019

Portal – Overview and Net Worth

Planning – Goal based Investment Planning

Reporting –• Archiving Reports

• Filtering and better searching for Reports• Batching of custom reports

• Custom Asset Classes flowing into Reports

Billing –• Additional billing methodologies (Blended rates, bill on

performance, adjustments, exclusions)

Integrations –• Convert to CRM (Redtail)

• Single Sign on to Rebalancer (TRX)

Research –Model Portfolio Analysis

Portal – Personal Financial Management tools

Integrations –• RIA in a BOX

• Rebalancer UI upgrades• 3rd Party Models in Rebalancer

Integrations –• Additional /Deeper with Planning Tools

• E-money, Right Capital• Office APIs

Integrations –• Salesforce

• Custodian Integrations

Practice/Admin –• Advisor Impersonation

Practice/Admin –• Practice Dashboard (Global

AUM)

Practice/Admin –• Practice Dashboard (Global

Performance)

Practice/Admin –• Compliance Corner

• Excel Add-in

Research• Carbon Metrics

• ESG

Research –• Risk Model• Hypo tools

Reporting –• X-Ray Reports

• Additional Presentation Studio Components

Billing –• Admin level tools

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Client Web Portal – real-time client engagement

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Personal Financial Management

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Personal Financial Management

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Planning/Proposal Generation

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Planning/Proposal Generation

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Model Management/Analysis

Globally monitor, manage and rebalance client portfolios with a focus on tax efficiency.

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Rebalancing and Trading

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Model Management/Analysis

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Community