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Turning Your Vision Into Reality

Morningstar for Focus Financial Partners

Technology should free up your time so that you can do what you do best. Morningstar helps you turn your visions into reality by replacing piecemeal and expensive tech with one consolidated tool kit.

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64%

of the Financial Times’ top RIAs use Morningstar

>50%

of Focus Financial Partners firms use Morningstar

The Data You Need in One Place

Leverage high-quality data to find investments aligned to client needs. Our alliance with Mercer brings together a wide breadth of qualitative and quantitative financial data and research onto one platform, so you can efficiently conduct rich analysis at one time.

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Extensive Breadth of Coverage

Access the full spectrum of investments, including company, fund, and exchange coverage across all asset classes.

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Unique Depth of Insight

Obtain historical holdings data on funds with a global reach, creating a window into registered and nonregistered investments.

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Seamless Delivery

Implement tailored solutions synced to various delivery methods—including flat files, APIs, and streaming—for centralized data consistency.

Start the conversation on how you can maximize efficiency with Morningstar’s solutions.

Start the conversation on how you can maximize efficiency with Morningstar’s solutions.

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The Research You Need to Act With Confidence

The independent insights of our research analysts and quantitative models form the gold standard for analyzing investment options. Our research informs our globally trusted ratings, including the:

  • Morningstar Rating for Stocks and Funds
  • Morningstar Analyst Rating
  • Morningstar Economic Moat Rating
  • Morningstar Quantitative Rating
  • Morningstar Sustainability Rating

One Solution to Support Your Day-to-Day

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Connect and Inform

Bring an independent voice that investors trust

Elevate client conversations with personalized reporting and powerful risk/reward visualizations

Strengthen relationships with our practice-management tools and client web portal

Consolidate your client accounts for holistic financial advice

Be confident in your client’s data security

Curate and share the latest market trends and industry news with your clients

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Maximize Efficiency

Work from anywhere and even on-the-go with multiple product access points

Bring your brand forward by automating reports at scale

Choose suitable investments with our investment selection and screening tools or work with our research team to build select lists

Build and weigh personalized portfolios against the full extent of our analytics and investment database

Streamline manual tasks with our back-office services

Access a 24/7 support team to make the most of your technology

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Lead Through Innovation

Use machine-learning insights to empower successful investment decisions

Assess your strategies with our risk model and scenario analysis tools

Pick the right investments with performance and total portfolio attribution

Access hypothetical reports using the broadest holdings database in the industry

Flexibly compare diverse criteria (like environmental, social, and governance factors) across multiple security classes

Build custom data points, use conditional formatting and scorecarding to power your unique advice methodology

Client Stories

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Start Quote Mark Morningstar’s a one-stop shop for all investment research. End Quote Mark

Robert Lopez
Associate Portfolio Manager
HoyleCohen, LLC.
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Start Quote Mark I think Morningstar is very powerful. It really helps to be able to stack up different funds and options in one place. End Quote Mark

Ann Moitra 
Investment Analyst
Vista Wealth Management

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Start Quote Mark Morningstar is a data resource...It gives us the capability to build models and gather data on those models. End Quote Mark

Josh Ernst
Investment Analysis Associate
Buckingham Strategic Partners

Contact Us

Start the conversation on how you can maximize efficiency with Morningstar’s solutions.

Morningstar 2020 Awards

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Wealthies awards:

  • Industry Research Provider
  • Technology Provider – Portfolio Analytics
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T3/Inside Information Survey award:

  • Investment Data

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Morningstar for Focus Financial Partners

Hear from your peers at Buckingham Strategic Wealth, HoyleCohen, and Vista Wealth Management on how they use Morningstar to power their investment insights.

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Learn More

Take a deep dive into all things Morningstar for Focus Financial Partners

Investment Research and Analysis

Morningstar DirectSM
An investment analysis platform with the breadth and depth of Morningstar’s data, research, and capabilities.*
Morningstar Select Lists
Our custom or standard lists of funds from our award-winning global manager selection team broaden the scope of your research and investment selection.
Morningstar® Managed PortfoliosSM
Mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.
Mercer Alliance
Access an unparalleled source of industry intelligence covering institutional investment manager data, performance analytics, and qualitative research.*
Global Risk Model
Perform portfolio risk analysis by tracking every stock’s underlying economic exposure, then forecast returns powered by our holdings database.
Analyst Access
Engage with our manager research analysts to learn what’s behind a rating and get details from their evaluations.
Pitchbook
Data and analysis on the private and public markets—including companies, investors, funds, investments, exits, and people.*
Morningstar® Data
Illuminating the investment universe with all the data you need, in one place.
Morningstar Data Feeds
Illuminate the investment universe with our fund, company, and real-time market data. Leverage high-quality data to find the right investments for your clients and create portfolios that center around their goals.

Client Engagement

Morningstar’s ESG Solutions
Understand the impact of environmental, social, and governance (ESG) factors on investments across asset classes at the security, company, and fund level.
Morningstar Goal Bridge
Uncover and connect your clients’ most meaningful goals to an easy-to-understand investment plan, all in a single tool.
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.
Report Portal
Our efficient, global report distribution platform delivers time savings to the home office and empowers your distribution team to address questions on the fly through dynamic, compliance-approved custom report templates.
Report Distribution
Share Morningstar’s research, custom fund fact sheets, and more across your firm or with clients.
Morningstar MPS
Use our end-to-end document management service to centralize and securely deliver quality fact sheets, regulatory documents, and marketing communications.

Practice Management

Morningstar OfficeSM
A portfolio and practice management platform that supports billing, performance reporting, back-office services, rebalancing, and account aggregation.
Morningstar® Advisor WorkstationSM
A platform supporting advisors with planning, client reporting, and generating investment proposals.
Morningstar® Total Rebalance Expert®
A tax-aware rebalancing service used to maximize tax savings for clients, aligning allocations on personal factors and market changes.
Morningstar® ByAllAccounts®
A data account aggregation service to help track client holdings, dividends, and returns.
Back Office Services (BOS)
Our Back Office Services take the administrative process of reconciling data out of your day-to-day. We will ensure that your data is ready to go whenever you are.
*Preferred pricing

Investment Research and Analysis

Morningstar DirectSM
An investment analysis platform with the breadth and depth of Morningstar’s data, research, and capabilities.*
Morningstar Select Lists
Our custom or standard lists of funds from our award-winning global manager selection team broaden the scope of your research and investment selection.
Morningstar® Managed PortfoliosSM
Mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.
Mercer Alliance
Access an unparalleled source of industry intelligence covering institutional investment manager data, performance analytics, and qualitative research.*
Global Risk Model
Perform portfolio risk analysis by tracking every stock’s underlying economic exposure, then forecast returns powered by our holdings database.
Analyst Access
Engage with our manager research analysts to learn what’s behind a rating and get details from their evaluations.
Pitchbook
Data and analysis on the private and public markets—including companies, investors, funds, investments, exits, and people.*
Morningstar® Data
Illuminating the investment universe with all the data you need, in one place.
Morningstar Data Feeds
Illuminate the investment universe with our fund, company, and real-time market data. Leverage high-quality data to find the right investments for your clients and create portfolios that center around their goals.

Client Engagement

Morningstar’s ESG Solutions
Understand the impact of environmental, social, and governance (ESG) factors on investments across asset classes at the security, company, and fund level.
Morningstar Goal Bridge
Uncover and connect your clients’ most meaningful goals to an easy-to-understand investment plan, all in a single tool.
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.
Report Portal
Our efficient, global report distribution platform delivers time savings to the home office and empowers your distribution team to address questions on the fly through dynamic, compliance-approved custom report templates.
Report Distribution
Share Morningstar’s research, custom fund fact sheets, and more across your firm or with clients.
Morningstar MPS
Use our end-to-end document management service to centralize and securely deliver quality fact sheets, regulatory documents, and marketing communications.

Practice Management

Morningstar OfficeSM
A portfolio and practice management platform that supports billing, performance reporting, back-office services, rebalancing, and account aggregation.
Morningstar® Advisor WorkstationSM
A platform supporting advisors with planning, client reporting, and generating investment proposals.
Morningstar® Total Rebalance Expert®
A tax-aware rebalancing service used to maximize tax savings for clients, aligning allocations on personal factors and market changes.
Morningstar® ByAllAccounts®
A data account aggregation service to help track client holdings, dividends, and returns.
Back Office Services (BOS)
Our Back Office Services take the administrative process of reconciling data out of your day-to-day. We will ensure that your data is ready to go whenever you are.
*Preferred pricing

Start the conversation