Financial Planning Solutions

Supporting your advice process in a changing world

As regulations and client expectations intensify, advisers must deliver more value more efficiently than ever before. Our solutions––backed by Morningstar’s extensive data, research, ratings, and portfolio analytics––support financial planning by connecting risk assessment and investment planning, so you can help clients reach their goals and live their best lives.

Flexible ways to grow your business

Stay competitive by scaling your business without losing personal touch. Our risk-profiling and portfolio-construction tools can integrate into your current investment solutions and support your process, so you can focus on what matters most.

Advice that ties it all together

Get a complete picture of each client’s financial situation. Our tools help uncover risk tolerance, capacity, and needs so you can deliver comprehensive, personalised recommendations that meet regulatory requirements.

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
Our tools flex to your technology infrastructure and budget, so you can use them independently or as components and APIs integrated into your existing tools.

Tailored to regional regulations
With offices in 27 countries, we’re tuned into regulatory developments. 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 recommendations. 

What we offer

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

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.

Suitability Score™ mapping

Match client risk tolerance and Suitability Scores to suitable products during portfolio implementation.

Investment planning tools

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

Provide data and information for advisors to performance. run their own analysis and determine reasonable recommendations. Surface curated analysis and insights, offering guidance for best-interest-based decisions and goal planning.
See our offerings in Australia, Canada (English/Français), and the United States.

See for yourself.

Learn how Morningstar’s solutions can help support your clients and your financial planning capabilities.