Making the most out of your Morningstar subscription

Join one of our webinars to see what best practice looks like
We run a variety of live training webinars. These sessions are designed and delivered by our Customer Success & Engagement team exclusively for Morningstar subscribers. There are also several research or practice management related sessions and events that are suitable for all subscribers.

Our webinars

AdviserLogic Training Webinars
Adviser Research Centre Webinars
General Practice Management

AdviserLogic Training
Holistic Cashflow - Case study series
Presented by Dean Mu & Kris Cameron
Join us for this practical mini-series on Holistic cashflow, culminating with a session on the new SMSF entity functionality within the holistic model.

  • Session 1 – Investments & Superannuation rollover
  • Session 2 – Super consolidation and pension refresh
  • Session 3 – SMSFs & purchasing investment property
If you can't attend all the sessions, go ahead and register as we will send out recordings following each session. They can be viewed in any order.

AdviserLogic Training
Current AdviserLogic Roadmap
Updated regularly
This is our current AdviserLogic roadmap. It is updated throughout the year and we also have a webinar related to major updates most quarters.

In this session, we highlighted our latest releases including Ava - your AdviserLogic virtual assistant. We also introduced the new Digital Fact Finder which will be available later in the year.

PayLogic Training
A 5-Step Guide to Seamless Payouts
Presented by Apoorva Srivastava
Join us for a concise yet thorough guide to effortlessly managing payouts with PayLogic.

This webinar is ideal for anyone new to PayLogic or interested in exploring how Morningstar's revenue solution seamlessly integrates with AdviserLogic.

  1. Sorting the bank statement
  2. Uploading the statements
  3. Mapping the Adviser
  4. Reconciling the data (Through Audit Reports)
  5. Processing the Payout
Wednesday 30 April | 11:30p.m. - 12:00p.m. (Sydney Time)

AdviserLogic Training
Workflow Wizardry: Turn complex processes into effective solutions
Presented by Kris Cameron & Dean Mu
In this series we start with the fundamentals of efficiently using workflows and then look at creating and linking multiple workflows.

Part I: Master the basics of workflows (29 April)

We will cover the fundamentals of how workflows are managed AdviserLogic. Furthermore, we'll delve into the task management aspect of AdviserLogic, showcasing how you can effectively assign, track, and prioritize tasks within the platform. Learn how to set due dates, delegate responsibilities, and receive notifications to ensure timely completion of critical tasks.

Part II: Build effective workflows (6 May)

Discover how to design custom workflows that align with your unique business processes and streamline your day-to-day operations. We provide a best practice guide to mapping and building workflows.

Tuesday 29 April / 6 May | 12:30p.m. - 1p.m. (Sydney Time)
AdviserLogic Training
Product Update & Roadmap
Presented by Lanie Worsley, Rick Di Cristoforo & Ken Ong
During this session, will provide an update on our AdviserLogic product roadmap – how we are tracking towards our long-term vision and what we plan to deliver over the next quarter.

Duration: 45 mins
Tuesday 27 May | 12:30p.m. - 1:15p.m. (Sydney Time)
AdviserLogic Training
Holistic cashflow - Company & Trusts
Presented by Kris Cameron & Dean Mu
Join us for an insightful session as we explore the newest enhancements to Holistic Cashflow in AdviserLogic! This webinar is perfect for advisers looking to deepen their understanding of how to work seamlessly with Company and Trust entities, alongside the familiar Individual and SMSF structures.

We'll walk you through a real-world case study to showcase how these new features come to life in your advice process. Plus, we’ll highlight the latest updates released this week, giving you a first look at the tools designed to make your cashflow modelling even more powerful and intuitive.

Whether you're a seasoned user or just getting started, this session will equip you with practical tips and fresh insights to elevate your client conversations.
Tuesday 3 June | 12:30p.m. - 1:00p.m. (Sydney Time)
Adviser Research Centre Training
Tips & Tricks to get the best out of Adviser Research Centre
Presented by Kris Cameron & Jay Shan
Join us to discover some of the innovative features of Adviser Research Centre that you might have missed. We’ll share handy tips and tricks to help you make the most of ARC’s potential for your team and your practice.

We look at:
  • Top tips to help you Search and some great finds like the assets gameboard, money weekly article, stock pitches and more!
  • Methodologies - enhancements coming to the Morningstar Medalist Rating for Funds
  • Understanding the Fund Screener (inc ESG)
  • Shares event calendar and watchlists
Wednesday 9 October | 12:30 p.m. - 1 p.m. (Sydney Time)
Adviser Research Centre Training
Navigating ETFs in Adviser Research Centre
Presented by Jay Shan & Kris Cameron
Join us as we deep dive into the secret life of Exchange-Traded Funds (ETFs) in Adviser Research Centre.

We will cover:

  • Using the ETF screener
  • Comparing ETFs
  • ETF ratings (Medalist rating, Morningstar rating, Morningstar fundamentals and Sustainability ratings)
  • Understanding the comparable view
Wednesday 4 December | 12:30 p.m. - 1 p.m. (Sydney Time)


Adviser Research Centre Training
Mastering reporting and unlocking LICs
Presented by Jay Shan
Join us for an engaging 30-minute webinar tailored for advisers keen on enhancing their expertise. This session will explore the robust reporting capabilities within Adviser Research Centre (ARC), offering insights on harnessing its full potential to streamline data analysis and decision-making processes.

Additionally, gain a concise understanding of Listed Investment Companies (LICs)—their structure, benefits, and role in investment strategies. This brief yet informative session is perfectly designed to fit into your schedule while delivering actionable insights.
Wednesday 7 May | 12:30 p.m. - 1 p.m. (Sydney Time)
Morningstar Event
Morningstar Investment Conference
Registration is now open for the Morningstar Investment Conference, taking place at the ICC Sydney on 21 May, 2025 and online 20-21 May, 2025.

One location with everything you need to get ahead. The Morningstar Investment Conference provides advisers and financial professionals with cutting-edge research, insights, and thorough analysis. Register today to develop your practice.

Stay tuned for speaker announcements and agenda updates.
20 May 2025 - All Digital Day
21 May 2025 - Live from the ICC
CPD accreditation available
 
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