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.
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
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
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.
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.
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