Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
Integrations
Morningstar Office has 18 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 3
- AppCrown Level 1
- Asset-Map Level 5
- Axos Advisor Services Level 3
- Capital Preferences Level 3
- Flyer Financial Technologies Level 5
- fpPathfinder Level 3
- NetDocuments Level 3
- Redtail Level 3
- RightCapital Level 3
- RightSignature Level 3
- RiskPro Advisor Level 5
- RiXtrema Level 3
- Salesforce Level 4
- Schwab Advisor Center Level 4
- Social Security Timing Level 5
- TradePMR Level 3
- Wealthbox Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
