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.
Join the Family
of the Financial Times’ top RIAs use Morningstar
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.
Extensive Breadth of Coverage
Access the full spectrum of investments, including company, fund, and exchange coverage across all asset classes.
Unique Depth of Insight
Obtain historical holdings data on funds with a global reach, creating a window into registered and nonregistered investments.
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.

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
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
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
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

Morningstar’s a one-stop shop for all investment research.
Robert Lopez
Associate Portfolio Manager
HoyleCohen, LLC.

I think Morningstar is very powerful. It really helps to be able to stack up different funds and options in one place.
Ann Moitra
Investment Analyst
Vista Wealth Management

Morningstar is a data resource...It gives us the capability to build models and gather data on those models.
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
Wealthies awards:
- Industry Research Provider
- Technology Provider – Portfolio Analytics
T3/Inside Information Survey award:
- Investment Data