Solutions to streamline and support quality advice outcomes.
Like you, Morningstar strives to help clients achieve their financial goals and help adviser businesses grow. That’s why we’ve created a comprehensive suite of solutions that enhance your advisers’ service offerings, while helping you manage your risk and compliance obligations.
Maximise your advisers’ client engagement with highly intuitive and efficient financial planning software. Maintain oversight and business insight through dashboards and business support tools. Plus, manage your regulatory risk and compliance responsibilities by tracking and reporting required datasets.
Select and monitor investments in an approved Product List – conducting detailed performance and risk attribution, investigating the potential impact of changes to model portfolios, and providing high-quality reports and presentations for your advisers.
Deliver value to your advisers through the entire investment process – governance, strategy, asset allocation, APL management, reporting and education. Use our market-leading investment insights to deliver your own model portfolios, or leverage Morningstar’s portfolio construction capabilities.
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 Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products.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.
