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Head-to-head · Portfolio Management Software

Morningstar Office vs CGI Wealth360 Portfolio Management

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Morningstar Office #3 in Portfolio Management Software 9.2/10 Pricing on request ✓ 4 of 4 features Visit Morningstar
CGI Wealth360 Portfolio Management #5 in Portfolio Management Software 9.0/10 Pricing on request ✓ 1 of 4 features Visit CGI

Morningstar Office leads on 0 checks, CGI Wealth360 Portfolio Management on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreMorningstar Office · 9.2/10
  • Most featuresMorningstar Office · 4 of 4

Morningstar Office scores higher on our rubric for portfolio management software: 9.2 against 9.0 out of 10; our editors rank them #3 and #5.

Morningstar Office is the better fit for advisors wanting mature reporting and research. CGI Wealth360 Portfolio Management is the better fit for enterprise wealth managers needing trading workflows.

  • Morningstar Office fits best

    Advisors wanting mature reporting and research

  • CGI Wealth360 Portfolio Management fits best

    Enterprise wealth managers needing trading workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Morningstar Office 9.2/10 Visit ↗ CGI Wealth360 Portfolio Management 9.0/10 Visit ↗
At a glance
Editor score 9.2 9.0
Ranking #3 in Portfolio Management Software #5 in Portfolio Management Software
Best for Advisors wanting mature reporting and research Enterprise wealth managers needing trading workflows
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS Web, iOS, Android
Integrations 6 integrations 1 integrations
Built for Small business, Mid-market Mid-market, Enterprise
Features Morningstar Office 4/4 · CGI Wealth360 Portfolio Management 1/4
Performance reporting ✓ ✓
Allocation analysis ✓ (best) Not checked yet
Risk analysis ✓ (best) Not checked yet
Tax-lot tracking ✓ (best) Not checked yet
Specs
Asset class coverage Multi_asset_alternatives Multi_asset_alternatives
Maximum portfolios Not checked yet Not checked yet
Our review
Pros
  • Covers accounting, reporting, allocation, risk, tax lots, and rebalancing
  • Combines investment research with screening and holdings analysis
  • Supports custodial imports, reconciliation, billing, and client communication
  • Tax-aware trading recommendations with drift alerts and rebalancing
  • Compliance checks, searchable audit trails and exception cleanup
  • Digital onboarding, billing and goal-based performance reporting
Cons
  • Pricing requires contacting sales
  • There is no free plan
  • Platform access is listed for web and iOS
  • Pricing requires contacting CGI sales
  • Cloud deployment may not fit firms requiring on-premise systems
  • Integration details are limited to third-party solutions
Our verdict

Morningstar Office is a portfolio management and practice platform for financial advisors. It brings together portfolio accounting, account-level management, performance and position-based reporting, asset allocation, model portfolios,…

Read the review →

CGI Wealth360 Portfolio Management is an integrated platform for wealth management programs, including fund wrap, separately managed accounts, unified managed accounts and unified managed households. It supports client profiles ranging…

Read the review →
  1. Morningstar OfficePortfolio Management Software 9.2Pricing on request
  2. CGI Wealth360 Portfolio ManagementPortfolio Management Software 9.0Pricing on request

Strengths and trade-offs

  • Morningstar Office — where it wins

    • Covers accounting, reporting, allocation, risk, tax lots, and rebalancing
    • Combines investment research with screening and holdings analysis
    • Supports custodial imports, reconciliation, billing, and client communication

    Where it doesn't

    • Pricing requires contacting sales
    • There is no free plan
    • Platform access is listed for web and iOS

  • CGI Wealth360 Portfolio Management — where it wins

    • Tax-aware trading recommendations with drift alerts and rebalancing
    • Compliance checks, searchable audit trails and exception cleanup
    • Digital onboarding, billing and goal-based performance reporting

    Where it doesn't

    • Pricing requires contacting CGI sales
    • Cloud deployment may not fit firms requiring on-premise systems
    • Integration details are limited to third-party solutions
  • Morningstar Office9.2/10 · Pricing on request

    A mature advisor platform combining portfolio operations, reporting, research, and billing.

    Visit MorningstarFull verdict →
  • CGI Wealth360 Portfolio Management9.0/10 · Pricing on request

    A cloud platform spanning trading, compliance, billing and investor servicing.

    Visit CGIFull verdict →

More comparisons

All portfolio management software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update