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Differences Between Morningstar Office Desktop and Morningstar Office Cloud

Differences Between Morningstar Office Desktop and Morningstar Office Cloud

While functionality remains similar between the two Morningstar Office platforms, some of the naming conventions have changed. The tables below highlight key differences between the two versions

Investment Research

Desktop Cloud
Research tab Managed Investment
Investment List List
Search by Criteria Screen
Custom View Column Set
Charts/Graphs Components

 

Clients and Accounts

Desktop Cloud
Client Management tab Clients and Accounts
Grid View Clients Grid
Quick Account Account
Batch Template Batch
Client Profile Name

Billing

Desktop Cloud
Management Fee setting Fee Management
Fee Tier Fee Setup
To and From Low Value and High Value
Payment Period Payment Frequency
Bill In When to Bill
Arrears End of Term
Using Bill Using
Generate Fee Data Calculate Fees
Custodian Fee Upload Custodian Fee Report
Management Fee Setting Select a Fee
Fee Allocation Accounts Account Paying Fee
Version history
Revision #:
4 of 4
Last update:
‎05-11-2018 03:09 PM
Updated by:
 
Contributors