Take your advice business to the next level

Powerful financial planning, investment research and practice management solutions.

Achieve more. Engage more.

Like you, Morningstar strives to help clients achieve their financial goals and make sound financial decisions. That’s why we’ve created a comprehensive suite of solutions to both support your business and enhance your client offering.

financial professional research and insights

Market-leading portfolio insights

Access our uniquely independent investment research insights to build your own portfolios, or leverage Morningstar’s expert portfolio construction capabilities.

financial professional advisers

Efficient, compliant and cost-effective advice

Maximise client engagement and personal effectiveness with highly intuitive and efficient financial planning software.

financial professional streamlined process

Streamlined processes

Our integrated suite of advice software solutions means you only need to enter client data once, helping you get on with preparing and delivering advice.

financial professional client engagement

Deeper client engagement

Meet your clients’ priorities with a clear understanding of their objectives, risk tolerance and investment preferences. Customise strategies and portfolios to create an individual service.

Solutions at every stage of the advice process

Understand your client

Deliver investment insights

Customise efficiently

Support your Advice Compliance

Streamline advice documentation

Strengthen client relationships

Understand your client

Understand your client

Our easy-to-use CRM, Risk Profiler and Fact Find tools enable seamless capture and update of your client’s full position and objectives. Show your understanding of the client through a curated, visual showcase of products and metrics they care most about.


Deliver investment insights

Deliver investment insights

Multi-asset, multi-type research analysis, screening and comparison tools and intuitive portfolio construction – powered by our global research. Build your own portfolios or outsource investment responsibilities to our expert team or alternatively, use our sector-specialist investments to create tailored portfolios.


Customise efficiently

Customise efficiently

Illuminate and inform in emerging areas of interest to gain insights into investors’ preferences and streamline workflows with targeted solutions.


Support your Advice Compliance

Support your Advice Compliance

Manage your compliance obligations through tools which support quality client experiences as you aim to best suit each client. Leverage dashboards and reporting to help deliver quality advice in a timely manner.


Streamline advice documentation

Streamline advice documentation

Guide your client through a digital advice journey, linking their goals and objectives to integrated product comparisons via our dynamic SoA/RoA Designer.


Strengthen client relationships

Strengthen client relationships

Portfolio Review reporting and benchmarking and Fee Disclosure capability helps manage ongoing service arrangements. Gain actionable insights through dashboards, segmentation, reporting and compliance tracking.


Morningstar solutions for Advisers

We look at our Advice capabilities as complimentary parts of an Advice Eco-System. We deliver high-quality data, independent research, financial planning software, investment consulting and managed accounts via the following solutions.

AdviserLogic

Easy to use financial planning software that helps you run an efficient business, deliver great advice and enhance your client engagement.

Adviser Research Centre (ARC)

Our web-based ARC solution is a purpose-built research tool for advisers and licensees. it provides easy access to Morningstar’s renowned independent research and data on more than 10,000 Australian managed funds, ETFs, LICs plus over 1,500 equity securities.

FinaMetrica

Our FinaMetrica risk profiling tool helps you build stronger, longer-lasting relationships with clients by specifically matching their risk tolerance to tailored investment solutions.

ESG Sustainalytics

Delivered via ARC, our Sustainalytics capability gives you global best practice support to help you select sustainable investments and deliver advice that complements your client’s ESG preferences.

Ready to see for yourself?

Transform your business with investment data, research, and analytics that elevate the way you work.