Family office software with Morningstar integration

Super connects seamlessly with Morningstar to help family offices and wealth managers unify data, automate reporting, and streamline operations — all in one platform.

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What is the Morningstar integration?

Our Morningstar integration allows family offices to connect Morningstar directly with Super. By syncing Asset Aggregation data into a single dashboard, you gain clarity, precision, and real-time insights across your entire portfolio.

Gain real-time insights with Morningstar data visible in dashboards and portfolio views.

Consolidate Morningstar accounts alongside banks, custodians, and other data sources.

Automatically fetch data from Morningstar.

Centralise your reporting including Morningstar included.

How Morningstar works with Super

Super connects directly to Morningstar, pulling your data into one platform so you can track, report, and manage it alongside all your other assets.

Save time with automated data flows.

Improve accuracy across assets and liabilities by including Morningstar data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date Morningstar data.

Benefits of integrating Super with Morningstar

Connecting Morningstar with Super unlocks time savings, accuracy, and clearer reporting — helping family offices make better, faster decisions.

Unify reporting by consolidating Morningstar data with banks, custodians, and other systems in one dashboard.

Eliminate manual exports and imports from Morningstar.

Reduce errors and maintain reliable reporting with data directly from Morningstar.

Grow your operations without adding extra admin work.

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