Paint their total
How do you stand out in a world of competing information? Advisors need tools and strategies to tap in to their clients' aspirations and help them achieve more than they thought was possible. That’s the power of financial planning.
Make more time and
improve your process.
Let us worry about back-office tasks so you can focus on developing client relationships. Our end-to-end platform can handle your billing, accounting, and reporting so you can amplify your work.
A strong foundation
for your advice.
Our research and data flow through everything we do. And we designed our portfolio management software specifically to surface information at key moments in the decision-making process of building and managing portfolios.
Choose the platform that powers your work.
Practice and Portfolio Management
Connect all aspects of your practice to better serve your clients.
- Client web portal
- Investment planning
- Performance reporting
- Aggregation and back-office services
- Tax-efficient rebalancing and trading
- Third-party integration
Proposals and Reports
Market to new clients and keep current ones on track toward their goals.
- Hypothetical illustrations
- FINRA-reviewed reports
- Position-based client reports
- Client-ready proposals
Bring your investment philosophy into security selection and portfolio creation.
- Institutional-level data points
- Data-point customization
- Real-time market monitoring
- Risk analytics
- Advanced asset-allocation methodology
- Attribution analysis
We manage the portfolios, so you can focus on clients.
Focus on developing your planning business by delegating portfolio management to the Morningstar Investment Management team. You can choose from our lineup of professionally managed exchange-traded fund, mutual fund, and select equity portfolios, designed to enhance long-term strategies.
Learn About Managed Portfolios