Skip to Content

Financial Planning Solutions

How financial investment planning can transform your clients' future.

As regulations and client expectations intensify, advisers must deliver more value more efficiently than ever before.

Our investment planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals.


Flexible ways to grow your business

Our tools can integrate into your current investment solutions and process, so you can focus on your client, not the technology.


Advice that ties it all together

Uncover risk capacity, goals, and more so you can deliver comprehensive, personalized recommendations that meet regulatory requirements.

Investment Planning Tools We Offer

Risk Profiling

Morningstar Risk 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 Planning

Goal Bridge

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

Investment Planning

Investment planning tools

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

Portfolio Monitoring

Best interest proposal

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

See our offerings in Australia, Canada (English/Français), and the United Kingdom.


My business and financial background has allowed me to offer a key differentiator to my clients—I engage with them at a deeper, more personal level and research and analyze their portfolios providing a distinct professional value-add service. 

Kristina Bates, CPA, CA, MBA, CIM,® Investment Advisor
Manulife Securities

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 up to speed on the latest regulations, both globally and locally. 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.

See for yourself.

Learn how Morningstar’s financial planning solutions can help you stay efficient and connected.