Choose the platform that powers your work.
Connect all aspects of your practice to better serve your clients.
- Client web portal
- Portfolio analysis
- Performance reporting
- Account aggregation
- Tax-aware rebalancing
- 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
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.
Behavioral Insights for Advisors
Goal-Setting for Success
Setting goals is filled with challenges both for advisors and their clients, but doing it right can reap big benefits down the road.