Morningstar Office Alternative That Fits Your Needs
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| Demos and Upcoming Webinars |
Full Panoramix Demo here.
Webinar Title: Meet Panoramix, Your Morningstar Office Replacement
Webinar Description: This event is a short introduction to Panoramix as a replacement for Morningstar Office.
Upcoming Live:
- June 25, 2025 at 1:00 Central: register
- July 30, 2025 at 1:00 Central: register
- May 21, 2025: view
- February 26, 2025: view
| Why Panoramix? |
- Provides a most-in-one option specializing in Billing and Performance reporting for advisors looking for a high-quality value-based solution.
- Rated #1 in customer Satisfaction seven years in a row in the T3 Survey by independent advisors like you.
- Offers a FREE 30-day trial with your data, so you can explore the software's capabilities firsthand. Experience for yourself why Panoramix was named a Kitces' Best Value.
- No lengthy contracts: 1 year standard.
- Office Users: $4,500 first year base license fee for AUM up to $200M (25% discount).
- Historical transaction data import from Office, included.
Standard pricing here.
| Press |
- RIABiz June 3rd, 2025: Orphaned RIAs cry foul after Morningstar socks them with stark choice -- pay up with Black Diamond, or scramble to get data to new provider, at big expense
- Investment News April, 15th 2025: Morningstar Office shutdown a stark reminder
- Kitces March 3rd, 2025: Morningstar Office To Shut Down And Push Advisors To Black Diamond
- RIABiz February 18th, 2025: Morningstar is shuttering 'Office' in 2026 and steering its orphaned RIAs to Black Diamond to get revenue cut in deal -- but [Panoramix and] Advyzon and Orion aren't planning to get cut out
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