Morningstar Products and Investment Solutions

The Executive Assistant to your business. Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business.

Morningstar Wealth Platform takes care of the heavy lifting of administering investments on behalf of your clients. Our award winning service means you can focus on providing great service to your clients.

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.

Morningstar Managed Portfolios allows advisers to deliver professional portfolio management and tools to investors that help them achieve their financial goals.

Morningstar International Portfolios are a multi-asset solution—accessible only through advisers and trustees—which invest in a range of non-UK situs holdings.

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

The Morningstar Blended Portfolio Range is a professionally managed, multi-asset investment solution and has a clearly defined goal. Our aim is aligned to yours—to grow your wealth sensibly—investing when, and where, it makes sense to do so.

Unlock leading global data and research through Morningstar Multi-Asset Funds.