How Morningstar can help you shine

The best way to understand how our independent research, data and smart analytic tools can help you to make more informed decisions is to try Morningstar software for yourself. Choose which of our solutions suits your practice best and book a free demonstration.
AdviserLogic
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AdviserLogic is an easy-to-use, award-winning financial planning software platform that helps you manage your business efficiently while addressing your compliance needs.


Financial planning software is at the heart of the advice process. Combining AdviserLogic’s easy-to-use, award-winning software with Morningstar’s renowned data, research and technology solutions will help advisers run more efficient and compliant practices.


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Financial Advisers and Brokers 

Captivate your clients with easy-to-read breakdowns of their financial position.
Morningstar Adviser Research Centre


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A user-friendly platform providing access to the latest Morningstar investment research. Analyse and evaluate portfolios via the powerful client engagement tools including seamless access to research via financial planning software for integration into SOAs.

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Financial Advisers and Brokers 

Start your 2 week free trial today*.
Morningstar Direct
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Combines data, research and analytics into one powerful tool. Analyse investments, create and maintain an APL, construct portfolios, conduct peer comparisons and attribution analysis, and produce custom reports to connect with end-investors. 

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Financial Advisers, Wealth Managers, Portfolio Managers and Financial Professionals

Schedule a personalised demonstration from our Client Success Team.
 
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Disclaimer: 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. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU)  and Financial Advice Provider Disclosure Statement (NZ) at 
www.morningstar.com.au/s/fsg.pdf  and www.morningstar.com.au/s/fapds.pdf.  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. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.