Morningstar Wealth

Powerful financial planning, managed accounts and investment research solutions that allow you to spend more time engaging your clients and providing valuable advice.

Achieve more. Engage more.

Like you, Morningstar strives to help clients achieve their financial goals and make sound financial decisions. That’s why we’ve created a comprehensive suite of solutions to both support your business and enhance your client offering.

Request a call back

Managed Portfolios

Morningstar’s managed account solutions offer business efficiencies and scale, therefore empowering both practice and investor success.

  • A comprehensive range so you can invest in line with your financial goals and risk profile
  • A focus on delivering you more consistent returns by actively managing risk
  • Access to the best investment opportunities at any given time with our valuation driven approach and expert implementation
  • A cost effective solution

Learn more

Morningstar Investment Management

Morningstar AdviserLogic


Easy to use financial planning software that helps you run an efficient business, deliver great advice and enhance your client engagement.

  • Select pre-built strategies, compare products and generate a statement of advice within a single guided workflow
  • AdviserLogic’s CRM capability enables you to run your office from a single application, designed by advisers for advisers
  • Consolidate client records and file notes in one place to simplify and strengthen your record keeping
  • Backed by Morningstar’s extensive research and data

Request demo

Adviser Research Centre

Access our uniquely independent investment research insights to build your own portfolios, or leverage Morningstar’s expert portfolio construction capabilities.

  • Support your investment recommendations with independent research and analysis built on premium global data.
  • Compare investments, evaluate client and model portfolios and produce client-friendly reports with our advanced tools.
  • Substantiate your advice with research through financial planning software, including Morningstar’s AdviserLogic.

Request Trial

Adviser Research Centre

Subscribe to Morningstar Insights

Subscribe to Adviser Spotlight and Adviser Insights, our monthly newsletters curated especially for financial advisers covering the latest in market insights, behavioural research and practice optimisation .


Solutions at every stage of the advice process

Understand your client

Our easy-to-use CRM, Risk Profiler and Fact Find tools enable seamless capture and update of your client’s full position and objectives.

Holistic portfolio management

Diversified, multi-asset portfolios aligning our best ideas and valuation-driven investment approach with investors' financial planning needs and goals.

Customise efficiently

Illuminate and inform in emerging areas of interest to gain insights into investors’ preferences and streamline workflows with targeted solutions.

Support your advice compliance

Manage your compliance obligations through tools which support quality client experiences as you aim to best suit each client.

Streamline advice documentation

Guide your client through a digital advice journey, linking their goals and objectives to integrated product comparisons via our dynamic SoA/RoA Designer.

Strengthen client relationships

Portfolio Review reporting and benchmarking and Fee Disclosure capability helps manage ongoing service arrangements.

Ready to see how we can support your practice?

Register your details below and a specialist from our team will be in touch to discuss your needs shortly.

By clicking Submit, you accept Morningstar's Privacy Policy.


©️ 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. 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 and Morningstar's Medalist Portfolios. 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. 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.

Legal Notices   Privacy Policy  Regulatory Disclosures   Global Contacts