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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: 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. Any general advice has been prepared without reference to your financial objectives, situation or needs. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar Australasia Pty Limited (MAPL) (ABN 95 090 665 544, AFS Licence 240892) and/or Morningstar Research Ltd, are subsidiaries of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. For more information refer to the MAPL Financial Services Guide (AU). Morningstar Investment Management Australia Limited (MIMAL) (ABN 54 071 808 501, AFS Licence 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. For more information refer to the MIMAL Financial Services Guide. MAPL and MRL avoid conflicts of interest by not undertaking or publishing qualitative analyst research on MIMAL’s investment products. |