Adviser Research Centre®
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Empowering informed investment decisions
Today, your clients expect you to be equipped with research, data and tools that support impartial advice. Adviser Research Centre provides easy access to Morningstar’s independent research, high-quality data and analytics, unparalleled market insight and client-friendly reports to help you empower your clients’ success.
Make Confident Decisions
Back up recommendations with independent research and analysis built on premium global data.
Differentiate Your Advice
Compare investments, evaluate client and model portfolios and produce client-friendly reports with our advanced tools.
Streamline Your Business
Substantiate your advice with research through financial planning software, including Morningstar’s AdviserLogic.
What Adviser Research Centre Offers
Transparent and Independent Research
Empowering advisers with thought-provoking, independent research. Make suitable investment choices for investors with analyst-driven insights into funds, equities, ETFs, Hybrids, and LICs, along with a forward-looking perspective into how investments might behave in different market environments.
Advanced Portfolio and Comparison Tools
Demonstrate your best-interest principles with our Investment Compare Tool, which presents fund and ETF options to your clients. Engage further by building a portfolio using the X-Ray Tool, accessing Morningstar’s global comprehensive database of full holdings, the ability to look through managed products providing aggregated portfolio statistics.
Timely Insights
Access timely market commentaries and thought leadership from Morningstar’s global team of analysts and behavioural scientists to ensure you're supporting your clients with the most up-to-date information.
Cross-platform Integration
Integrated with the leading financial planning software—including AdviserLogic and XPLAN using a single sign-on for easier access to research reports.*
*Requires a Morningstar Research subscription.
Advanced ESG Research
Align client sustainability preferences with your investment recommendations, through Morningstar’s fund, portfolio, and company-level data and ratings, latest ESG research findings, and proprietary sustainability ratings.
Ready to see for yourself?
Elevate your business with independent research backed by Morningstar’s analyst team.
Get the most out of Adviser Research Centre
Empower your advice with Morningstar’s independent research solution, specifically designed for independent financial advisers.
Present your models and portfolios with engaging and accessible tools.
Address your compliance requirements with research on all investment types.
Access performance and portfolio data and analyst commentary on our extensive database of investments.
Utilise our team of friendly and responsive technical support specialists—available via email or phone.
Learn from online training and exclusive webinars held by our Customer Success Manager.
CLIENT STORY
As an independent investment adviser I have found the services provided by the Morningstar Adviser Research Centre invaluable for me personally, my portfolio construction and for my investors. The Adviser Research Centre has been updated/improved on an ongoing basis to keep aligned with my requirements (re portfolio construction, background market research and regulatory perspectives) as my requirements have changed over the years – so that I can keep my investors fully informed at all times and construct/update portfolios that are most likely to meet their objectives. I have also been grateful for the extra support provided by Morningstar staff whenever I have had any questions or needed assistance.
I have been using the Morningstar ARC for some 5 years and found it to be a valuable resource tool for our practice. As the Chair of our investment committee, it is a handy tool to do research and present opinion, explore fund manager track records. Overall, it enables us to make informed decisions for our clients. The Investment Illustrator tool is very effective for analysis of a bespoke portfolio, particularly in the SMSF space. I would urge any adviser to explore the possibilities of ARC in their practice.
I use Morningstar as a trusted source of research and advice around building model portfolios for our business. I find the team at Morningstar are very supportive and responsive to our business needs. Adviser Research Centre (ARC) is easy to use and an invaluable tool for the development and maintenance of our model investment portfolios.
Morningstar's Adviser Research Centre is a fantastic resource, which I use on an almost daily basis, allowing me to add significant value to my clients. I regularly use the Morningstar-managed funds and ETF model portfolios with my clients, providing my business with an efficient means of portfolio construction. The reports and commentary in relation to the model portfolios are fantastic for engagement purposes and at client review time. I also find it handy to be able to provide my clients with an analysis of a particular equity they might hold.
Ready to see for yourself?
Elevate your business with independent research backed by Morningstar’s analyst team.
Disclaimer
© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ) by following the links below. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.