Easily consolidate client records and file notes for regulatory purposes. Get support meeting FoFA requirements with templates for FDS production and opt-in management.

Key adviser activities:

• Keep a record of client interactions and track client opt-in
• Generate Fee Disclosure Statements (FDS)
• Import Recipient Created Tax Invoices (RCTI) and revenue statements from your dealer group to monitor and allocate payments

With our powerful CRM, you only ever have to enter client information once. Our document templates and consolidated reporting efficiently lowers costs of your business.

Key adviser activities:

• Save time with Automated Fact Finds
• Integrate powerful data feeds from funds, superannuation, life offices and banks in real-time
• Create and customize dashboards to your needs

Deepen client-adviser communication with Morningstar’s accessible reports, designed to help clients understand adviser recommendations. Improve client engagement with Morningstar’s data and behavioural research—informed by a 35-year history of empowering the end investor.

Key adviser activities:

• Access data, behavioural research and investment recommendations from Morningstar's market-leading products
• Deliver accessible client reports to demonstrate the value of your advice
• Give clients login access so they can upload information and documents directly