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Power your adviser network with
Licensee Solutions

Centralised network monitoring and compliance solutions

Morningstar Licensee Solutions

A complete technology ecosystem

Our end-to-end technology solutions help you run an efficient and compliant license. Our solutions support your business across research and investments, revenue and client management, network monitoring and financial planning, so your advisers can focus on client relationships.

Morningstar Licensee Solutions Ensure Compliance

Ensure Compliance

Use our dashboard and remote monitoring tools to proactively identify regulatory issues.

Morningstar Licensee Solutions Increase Efficiency

Increase Efficiency

Track and monitor payments easily with our revenue management feature.

Morningstar Licensee Solutions Effective Communication

Effective Communication

Share instant updates, templates, portfolios and operating standards with your network.

A better way to manage your adviser network

Morningstar Licensee Solutions Revenue Management

REVENUE MANAGEMENT - PAYLOGIC

Manage revenue and save costs

Use our revenue management feature to efficiently pay, track and monitor payments for your adviser network.

Key activities:
  • Consolidate your revenue statements to streamline payroll processes
  • Manage split fees and percentages for inbound revenues
  • Centralise compliance documents to help meet FoFA requirements


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LICENSEE DASHBOARDS

Decision-making made easier

Tailor Morningstar's intuitive dashboards to the way you work. Power strategic business decisions with a bird’s eye view of your adviser network and performance.

Key activities:
  • Track your most important KPIs
  • Get real-time insights into revenue, compliance and business analytics
  • Make strategic business decisions built on a comprehensive view of your business


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Morningstar Licensee Solutions Dashboard



Morningstar Licensee Solutions Console

LICENSEE CONSOLE

Support compliance and consistency

Align your firm to the same standards with our remote monitoring features and templates.

Key activities:
  • Easily perform remote file audits to ensure compliance with your templates
  • Get anytime access to adviser accounts, accessible with a single login
  • Centralise and share document and workflow templates, approved product lists, files, and model portfolios


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LICENSEE CRM

Improve communication

Drive efficiency by collaborating with your adviser network in real-time using our relationship management tools.

Key activities:
  • Standardise onboarding processes across the adviser network
  • Securely centralise files and documents with our Document Vault
  • Create widgets to track compliance data points


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Morningstar Licensee Solutions CRM

Get the most out of Licensee Solutions

Dedicated Support

Our support teams will guide you through product set-up. Afterwards, they remain available to answer all your questions for you and your advisers.

Setting Your Network Up For Success

Get your adviser network trained on the latest features with product walkthroughs and regular webinars hosted by our customer success team.

Adviser Training

Our e-learning modules are available for your advisers to get trained at their own pace.

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Local Team of Specialists

Maximise your investment with access to our team of product, industry and customer success specialists based in Sydney, Melbourne and Brisbane.

Independent Investment Research

Power your adviser network with a subscription to Morningstar's market leading research, recommendations, and reports.

Award-Winning User Interface

We've won Investment Trends’ awards for the last 5 years. We are constantly working to deliver the best product experience.

Leading the way for advisers

Software:
Ease of Use / Navigation
2014, 2015, 2016, 2017, 2018, 2019, 2020
Software:
Value for Money
2015, 2016, 2017, 2018, 2019, 2020
Software:
Overall Satisfaction
2016, 2017, 2018, 2019, 2020
Software:
Producing Simple Financial Plans
2018, 2019, 2020


Investment Trends May 2020 Planner Technology Report, based on a survey of 693 financial planners.

Ready to see for yourself?

Seamless integrations with your existing systems

Integrate your existing systems and third-party business applications using our open APIs and connect to over 2,000 applications with our Zapier integration. Our platform fully integrates with various third-party data feeds and applications to support the way you want to work.

Morningstar Research – Equities, ETFs, Managed Funds, LICs
Morningstar Data – Superannuation Funds, Unlisted Managed Funds, Listed Securities
BondAdviser Research – Credit/Hybrids
Omnium Research – Insurance
MailChimp – Emailing
FinaMetrica – Risk Profiling
Connective Mercury – Mortgage Broker CRM integration
Calendly
Evernote
Google
Microsoft Office 365
Slack
Trello
AIA
Antares
ANZ Share Trading
Australian Money Market
Bell Potter
Bell Direct - Desktop Broker
BT Asgard
BT Panorama
BT Wrap
Centuria
Class
Colonial First State (Retail & Wholesale)
Colonial First State FirstChoice
CommSec
Dalton Nicol Reid (DNR) Portfolio Management
DDH Graham
HUB24
IOOF
Macquarie
Mason Stevens
MLC
Multiport
Netwealth
OpenMarkets
Pershing
Platinum Asset Management
Praemium
Russell Investments
Sentinel Property Group
TAL
XPLORE Wealth
Zurich

Licensee Solutions is part of Morningstar’s Financial Planning Solutions.

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