The financial industry is experiencing big changes. As investors move toward automated advice, fee structures change, and federal regulations shift, it’s time for advisors and their practices to evolve.



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

Portfolio Analytics

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.

Have more questions?

We know these decisions aren’t easy. You want the right fit for your business. Our specialists can help you through the decision-making process—no strings attached.