Financial Planning Solutions

Best-interest advice for a changing world

As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before. Our financial planning solutions––backed by Morningstar’s extensive data, research, ratings, and portfolio analytics––connect goal setting, risk assessment, and investment planning with your advice process to help your 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, goal-planning, and portfolio-construction tools can integrate into your current investment solutions and process, so you can focus on what matters most.

Advice that ties it all together

Go beyond risk tolerance and get a complete picture of each client’s financial situation. Our tools help uncover risk capacity, goals, and more so you can deliver comprehensive, personalized recommendations that meet regulatory requirements.

Tools you can trust

For more than 35 years, we’ve been committed to helping advisors 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 investment and behavioral 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 up to speed on the latest regulations. 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

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.

Goal Bridge

Uncover and connect your clients’ most meaningful goals to an easy-to-understand investment plan, all in a single tool.

Best interest proposal

Evaluate available alternatives for your investment recommendations. Substantiate rollover recommendations with our 401(k) database and Best Interest Scorecard.

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.

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 Australia, Canada (English/Français), and the United Kingdom.

See for yourself.

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