As an investment manager, Morningstar is unique. Everything starts with our unparalleled access to global data, analytics and research. This depth of research means we’re able to identify a wider range of investment opportunities and pinpoint specific sources of return. Combined with our focus on risk management, this leads to more consistent investment returns and a smoother investment journey for your clients; in turn helping them stay engaged with the quality financial plans you have created for them.

A transparent, repeatable and rigorous process unites our global investment teams and entire portfolio line up. Whatever is happening in the world, this process keeps the investment teams focused and the portfolios on track to meeting your clients’ objectives.

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.

Through robust and continuous discovery loops with advisers we’re always learning. And because we own our own technology we can adapt as the advice landscape and your needs evolve. We want you to be impressed with how easy everything is to use and how it can be tailored to your unique business – from paperless forms, bespoke investment propositions, to user-by-user customisable dashboards and views.

We know how hard it is to get your brand out there so we can customise the entire for you. So all your clients see is you and your brand and your investment proposition.

Morningstar Wealth is built around advice businesses. We understand the many hats you wear as you run a modern advice practice. Choose what works best for your business from a deep range of adviser software solutions.