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Morningstar for paraplanners and support staff

Powering every advice journey with clarity, precision, and insight.

Like you, Morningstar is committed to turning high-quality advice into meaningful client outcomes. We support paraplanners with tools that streamline workflows, strengthen analysis, and deliver trusted, client-ready advice.

Faster, more accurate document generation

Our software removes repetitive data entry and reduces the risk of manual errors, allowing you to deliver high-quality documents with greater speed and consistency.

Intuitive cashflow and strategy modelling

Cashflow modelling tools make it easy to explore multiple advice strategies and present them using clear visuals. This means quicker modelling and outputs that advisers can present confidently to clients.

Data management and compliance

With an integrated CRM, automated data feeds, portfolio monitoring, and compliance-support tools, you can work with accurate, up-to-date client information while managing review cycles and fee disclosure obligations more efficiently.

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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 engagement.

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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 Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products.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.