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.

AdviserLogic Training
Ask Me Anything!
Presented by Kate Cruickshank, Minh Le, Jay Shan & Kris Cameron
In this fully interactive session, bring along those questions you've been meaning to ask but haven't had the chance to. Whether it's practical examples using the Holistic cashflow, SOAs, incorporating research into AdviserLogic, the new QAR compliance updates, or something else entirely, bring them to this session.

Our panel of experienced Customer Success Managers will be ready to answer your questions!
Tuesday 8 April | 12:30p.m. - 1p.m. (Sydney Time)

AdviserLogic Training
Digital advice - Super contributions & recontributions and Super withdrawal
Presented by Kris Cameron
With end of financial year just around the corner it's a good time to review the process for Superannuation catchup contributions and re-contribution in AdviserLogic. We will discuss the data entry requirements and how to use the Digital Advice for superannuation strategies.

In addition we'll look at a new feature, Super withdrawal within Investments.
Tuesday 15 April | 12:30p.m. - 1p.m. (Sydney Time)
AdviserLogic Training
Mastering mass communications
Presented by Kris Cameron
Seamlessly engage with clients en masse, using templated emails and filters to target your precise audience. Monitor email reads with ease and have every communication automatically saved as a file note or into the document vault.

Join us in this session to learn all about the email & SMS group functionality in AdviserLogic to elevate your client connections effortlessly. We will cover:

  • Creating email templates
  • Creating recipient lists and groups
  • Importing bulk emails from Outlook
  • Group SMS messages
Tuesday 22 April | 12:30p.m. - 1p.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)
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
Please note the slightly earlier time
Wednesday 30 April | 11:30p.m. - 12:00p.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
 
© Copyright 2025 Morningstar   |   Privacy Policy   |   Legal Notices   |  Regulatory Disclosures  |  Global Contacts