Morningstar Office vs SS&C Advent Axys
| Morningstar Office | SS&C Advent Axys | |
|---|---|---|
| Platforms | iOS, Web | Windows |
| Free plan | No | |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes | Yes |
| Asset coverage | both | |
| Investor reporting | Yes | |
| Multi-currency support | Yes |
Listed together in Best Portfolio Management Software