A complete technology ecosystem
Our end-to-end technology solutions help you run an efficient and compliant license. Our solutions support your business across research and investments, revenue and client management, network monitoring and financial planning, so your advisers can focus on client relationships.
Use our dashboard and remote monitoring tools to proactively identify regulatory issues.
Track and monitor payments easily with our revenue management feature.
Share instant updates, templates, portfolios and operating standards with your network.
A better way to manage your adviser network
Revenue Management - PayLogic
Manage revenue and save costs
Use our revenue management feature to efficiently pay, track and monitor payments for your adviser network.
- Consolidate your revenue statements to streamline payroll processes
- Manage split fees and percentages for inbound revenues
- Centralise compliance documents to help meet FoFA requirements
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Decision-making made easier
Tailor Morningstar's intuitive dashboards to the way you work. Power strategic business decisions with a bird’s eye view of your adviser network and performance.
- Track your most important KPIs
- Get real-time insights into revenue, compliance and business analytics
- Make strategic business decisions built on a comprehensive view of your business
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Support compliance and consistency
Align your firm to the same standards with our remote monitoring features and templates.
- Easily perform remote file audits to ensure compliance with your templates
- Get anytime access to adviser accounts, accessible with a single login
- Centralise and share document and workflow templates, approved product lists, files, and model portfolios
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Drive efficiency by collaborating with your adviser network in real-time using our relationship management tools.
- Standardise onboarding processes across the adviser network
- Securely centralise files and documents with our Document Vault
- Create widgets to track compliance data points
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Get the most out of Licensee Solutions
Our support teams will guide you through product set-up. Afterwards, they remain available to answer all your questions for you and your advisers.
Setting Your Network Up For Success
Get your adviser network trained on the latest features with product walkthroughs and regular webinars hosted by our customer success team.
Our e-learning modules are available for your advisers to get trained at their own pace.
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Local Team of Specialists
Maximise your investment with access to our team of product, industry and customer success specialists based in Sydney, Melbourne and Brisbane.
Independent Investment Research
Power your adviser network with a subscription to Morningstar's market leading research, recommendations, and reports.
Award-Winning User Interface
We've won Investment Trends’ awards for the last 5 years. We are constantly working to deliver the best product experience.
Seamless integrations with your existing systems
Integrate your existing systems and third-party business applications using our open APIs and connect to over 2,000 applications with our Zapier integration. Our platform fully integrates with various third-party data feeds and applications to support the way you want to work.