Adviser Research Centre®
Independent research for professional advisers.
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Empowering informed investment decisions
Today, your clients expect you to be equipped with research, data and tools that support impartial advice. Adviser Research Centre provides easy access to Morningstar’s independent research, comprehensive investment selection and portfolio tools, high-quality data and analytics, unparalleled market insight and client-friendly reports to help you empower your clients’ success.
Streamline Your Daily Work
Make Confident Decisions
Support your investment recommendations with independent research and analysis built on premium global data.
Differentiate Your Advice
Compare investments, evaluate client and model portfolios and produce client-friendly reports with our advanced tools.
Streamline Your Business
Substantiate your advice with research through financial planning software, including Morningstar’s AdviserLogic.
Ready to see for yourself?
Elevate your business with independent research backed by Morningstar's analyst team.
Why choose Adviser Research Centre?
Transparent and Independent Research
Empowering advisers with thought-provoking, independent research. Our broad forward looking qualitative coverage is driven by investment merit and adviser/investor demand. Our quantitative coverage delivers a range of investment information powered by our extensive industry level database. Make suitable investment choices for investors with analyst-driven insights into funds, equities, ETFs, LICs and Hybrids, along with a forward-looking perspective into how investments might behave in different market environments.
Advanced Portfolio and Investment Comparison Tools
Efficiently compare, search and analyse investments to support your best-interest recommendations with our investment tools which presents fund, equities and ETF options to your clients. Build and analyse a portfolio using the X-Ray tool viewing asset allocation, exposures, performance and much more.
Timely Insights
Access timely market commentaries and thought leadership from Morningstar’s global team of analysts and behavioural scientists to ensure you're supporting your clients with the most up-to-date information.
Cross-platform Integration
Integrated with the leading financial planning software—including AdviserLogic and XPLAN using a single sign-on for easier access to research reports, and in case of AdviserLogic some of the advanced research tools.*
*Requires a Morningstar Adviser Research Centre subscription
Advanced ESG Research
Align client preferences with your investment recommendations, through Morningstar’s fund, portfolio, and company-level data and ratings, latest ESG research findings, and proprietary sustainability ratings assessing ESG risk, ESG commitment and carbon footprint.
Ready to see for yourself?
Elevate your business with independent research backed by Morningstar's analyst team.
What does a subscription to Adviser Research Centre (ARC) give you?
Bringing all of Morningstar’s independent research capabilities together with sophisticated modelling and analytical tools, Morningstar’s Adviser Research Centre (ARC) has a wealth of easy to find resources and investment research support to assist your role as a professional financial adviser.
There is so much more to an Adviser Research Centre subscription than just the trusted application used by over 7000 financial professionals. The following are the valuable capabilities you can enjoy access to when you take an ARC subscription.
Investment Research Coverage
Adviser Research Centre delivers extensive Research coverage of managed fund, ASX, NZ and Global Share, ETF, LIC & Credit Coverage, delivering qualitative and/or quantitative ratings for over 9,000 investment securities.
Sustainable Investing – ESG Research
Adviser Research Centre gives you access to the latest thinking and analysis of ESG investing alongside a range of ratings covering ESG risk, carbon exposure and commitment to sustainable investing.
Filters & Selection Tools
Morningstar ARC's filter and selection tools help you find funds and equities based on Morningstar ratings and other commonly used criteria.
Investment & Portfolio Decision Support Tools
Adviser Research Centre gives you the power to quickly and efficiently search, select and analyse one or more investments from our coverage, and then make comparison between investments. Taking it a step further you can then compare portfolios to help you optimise and validate your recommendations to your clients.
Model Portfolios and Managed Accounts
Adviser Research Centre presents you Morningstar’s best ideas thinking across a range of managed funds, ETF and equities model portfolios as well as coverage and access to range of managed accounts.
Support and Resources
Adviser Research Centre has a wealth of summary and comprehensive Research reporting, disclosure documents and resources including integration with financial planning software, adviser presentations and thought leadership. Adviser Research Centre can support you to establish your own watch lists and model portfolios.
Client Stories
David Kissane, Wealthpool Advisers P/L
I use Morningstar as a trusted source of research and advice around building model portfolios for our business. I find the team at Morningstar are very supportive and responsive to our business needs. Adviser Research Centre (ARC) is easy to use and an invaluable tool for the development and maintenance of our model investment portfolios.
Morningstar ARC client since 2011
Robert Wilson, Collinson & Co. Private Banking (New Zealand)
As an independent investment adviser I have found the services provided by the Morningstar Adviser Research Centre invaluable for me personally, my portfolio construction and for my investors. The Adviser Research Centre has been updated/improved on an ongoing basis to keep aligned with my requirements (re portfolio construction, background market research and regulatory perspectives) as my requirements have changed over the years – so that I can keep my investors fully informed at all times and construct/update portfolios that are most likely to meet their objectives. I have also been grateful for the extra support provided by Morningstar staff whenever I have had any questions or needed assistance.
Morningstar ARC client since 2012
Sam Simpson, Mortgage Choice Financial Planning
Morningstar's Adviser Research Centre is a fantastic resource, which I use on an almost daily basis, allowing me to add significant value to my clients. I regularly use the Morningstar-managed funds and ETF model portfolios with my clients, providing my business with an efficient means of portfolio construction. The reports and commentary in relation to the model portfolios are fantastic for engagement purposes and at client review time. I also find it handy to be able to provide my clients with an analysis of a particular equity they might hold.
Morningstar ARC client since 2016
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©️ 2023 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.
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