Financial Planning Solutions

Tools to help you stay efficient and connected.

As client-centric advice becomes the new standard, advisers need tools that meet investors where they are. From streamlining your existing business to addressing compliance and network oversight, our financial planning offerings––backed by Morningstar’s extensive data, research, ratings, and portfolio analytics––give you the power to help clients meet their goals and live their best lives.

Flexible ways to grow your business

Stay competitive while staying connected to your clients. Our tools can be adapted to meet both simple and complex needs across your client base.

Make time for what matters

Streamline your compliance process. Our software delivers compliance tools, flexible SoA templates, and a centralised repository for your client records and file notes, so you can focus on what’s important—building relationships with your clients.

Tools you can trust

For more than 35 years, we've been committed to helping advisers and their clients succeed for the long term. That’s why we’ve put the full weight of our strengths––data, research, and design––into supporting the future of financial planning across the globe.

Built on independent research
Rigorous research underpins our solutions, so you can support your decisions with data-driven context.

Adapted to your technology needs
With our open-architecture approach and integration with third-party systems, our tools can flex to your technology needs or budget.

Tailored to regional regulations
With offices in 27 countries, we’re up to speed on the latest regulations, both globally and locally. Our solutions meet you wherever you are and reflect requirements for your region.

Built on high-quality data
Our extensive performance, fee, and independent ratings data helps you research, compare, and select best-interest recommendations.

What we offer

Intuitive financial planning tools that bring your clients’ goals to life


Connect with clients and manage your business and compliance needs, all in one tool. Our award-winning software delivers both customer management capabilities and financial planning and research tools.

FinaMetrica Profiler

Find the optimal level of investment risk for your clients with holistic risk profiling, built on our academically validated psychometric risk-tolerance assessment.

Licensee Solutions

Manage revenue while proactively identifying compliance issues. Ideal for head offices, our centralised technology solutions help you monitor and analyse data with convenient dashboards.

Investment planning tools

Build portfolios to match target policy using your investment models, approved lists, and our robust portfolio analytics data.

See our offerings in Canada (English/Français), the United Kingdom, and the United States.

See for yourself.

Learn how Morningstar’s financial planning solutions can help you stay efficient and connected.