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
Digital Fact Find Fundamentals
Presented by Kris Cameron
In this session, we’ll walk through how to set up a digital fact find invitation for a new client. You’ll see what the process looks like from the client’s point of view, how AdviserLogic captures and manages the data, and what’s coming next in the rollout of our Digital Fact Find solution.
Tuesday 29 July | 12:30pm - 1:00pm (AEST)

AdviserLogic Training
Current AdviserLogic Roadmap
Updated June 2025
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.

AdviserLogic Training
Docusign & Email tickets
Presented by Kris Cameron
In this session, we’ll introduce the new E-signature feature - DocuSign - covering key details about the process and associated costs. We’ll also provide a brief overview of the updated email admin ticketing process for Practice Champions and Principals.
Tuesday 9 September | 12:30pm - 1:00pm (AEST)

AdviserLogic Training
Mail merge, bulk file notes & Mailchimp
Presented by Kris Cameron
In this session, we’ll explore the Mail merge feature and demonstrate how to perform bulk file note operations.

We’ll also briefly cover bulk email and SMS messaging, but for a more in-depth look at those communication tools, please refer to the Mass Communications webinar, which is already available in the Academy. Additionally, we will provide details on the Mailchimp integration.
Tuesday 26 August | 12:30pm - 1:00pm (AEST)

PayLogic Training
PayLogic Reporting
Presented by Apoorva Srivastava
Join us for this session where we’ll explore the full potential of PayLogic’s reporting tools. We’ll dive into the essential Standard reports, uncover the Audit report for seamless reconciliations, learn how to build tailored insights with Data Segment reports, and open a quick overview with Matrix reports. 


Whether you're new to PayLogic or looking to sharpen your skills, this session is packed with practical tips to help you get the most out of your reporting.
Thursday 25 September | 12:30pm - 1:00pm (AEST)


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)

 
© Copyright 2025 Morningstar   |   Privacy Policy   |   Legal Notices   |  Regulatory Disclosures  |  Global Contacts