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Morningstar for financial advisers

Empowering every adviser to prove the value of advice in a changing world.

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.

Market-leading portfolio insights

Access our investment research insights to build your own portfolios, or leverage Morningstar’s tried-and-tested portfolio construction capabilities.

Efficient, easy processes

Simplify your processes with highly intuitive financial planning and risk profiling software, enabling your business to scale and your time to be spent where it matters most – with your clients.

Deeper client engagement

Start with a clear understanding of your clients’ objectives, risk tolerance, and investment preferences to help them build their ideal financial futures.

Explore our solutions

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AdviserLogic

End-to-end financial advice software

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

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Adviser Research Centre (ARC)

Research that puts your clients first

Our web-based ARC solution is a purpose-built research tool for advisers and licensees. It provides easy access to Morningstar’s renowned research and data on Australian managed funds, ETFs, LICs, and equity securities.

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Outsourced CIO proposition

Bespoke investment solutions

Morningstar Investment Management offers an Outsourced Chief Investment Officer (OCIO) service to advice businesses with a focus on providing a custom investment portfolio suite for their clients.

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Managed Portfolios

Portfolio solutions to help you scale

Morningstar is a global leader in asset allocation, investment research and portfolio construction. Our portfolios offer solutions that support a range of client goals, risk appetites and life stages, while reducing the administrative burden on your practice.

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Morningstar, its affiliates and content providers accept no responsibility for any investment decisions, losses or damages arising from the use of this page. The content is provided for information purposes only and does not constitute investment advice or an offer to buy or sell any security. It has been prepared without regard to your financial objectives, situation or needs. You should consider its appropriateness and, where relevant, the applicable Product Disclosure Statement before making any investment decision.

Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.