Deliver exceptional advice experiences
Licensee solutions to streamline and support quality advice outcomes.
Powering growth and sustainability
Like you, Morningstar strives to help clients achieve their financial goals and help adviser businesses grow. That’s why we’ve created a comprehensive suite of solutions that enhance your advisers’ service offerings, while helping you manage your risk and compliance obligations.
Efficient, compliant and cost-effective advice
Maximise your advisers’ client engagement and personal effectiveness with highly intuitive and efficient financial planning software. Maintain oversight and business insight through dashboards and business support tools.
Market-leading Investment research and portfolio insights
Select and monitor investments in an approved Product List – conducting detailed performance and risk attribution, investigating the potential impact of changes to model portfolios, and providing high-quality reports and presentations for your advisers.
End-to-end investment support
Deliver value to your advisers through the entire investment process – governance, strategy, asset allocation, APL management, reporting and education. Use our market-leading, uniquely independent investment insights to deliver your own model portfolios, or leverage Morningstar’s portfolio construction capabilities.
Streamlined compliance
Manage your regulatory risk & compliance responsibilities by tracking and reporting required datasets, while also offering compliant client experiences that ensure your advisers’ work is best suited to each investor.
More efficient advisers
Our integrated suite of solutions means advisers only need to enter client data once, helping them get on with preparing and delivering advice.
Solutions for every stage of the advice process
Understand your client
Deliver investment insight
Deliver advice documentation
Manage compliance and revenue effectively
Understand your client
Understand your client
Our easy-to-use CRM, Risk Profiler and Fact Find tools enable seamless capture and update of a client’s full position and objectives. Help your advisers demonstrate an understanding of their clients through a curated, visual showcase of products and metrics the clients care most about.
Deliver investment insight
Deliver investment insight
Our investment capabilities empower Licensees to operate with maximum efficiency and effectiveness in process workflows. Multi-asset, multi-type research analysis, screening and comparison tools and intuitive portfolio construction powered by our global Research capability.
Deliver advice documentation
Deliver advice documentation
Empower your advisers with a digital advice journey, linking clients’ goals and objectives to an integrated product comparisons via our dynamic SoA/RoA Designer. Alongside reporting and cashflow modelling, we help your advisers demonstrate the value of their advice..
Manage compliance and revenue effectively
Manage compliance and revenue effectively
Advice reporting and Fee Disclosure capability helps you manage ongoing service arrangements. Gain actionable insights through dashboards, segmentation, reporting and compliance tracking. Understand business analytics through comprehensive revenue reporting and tracking.
Morningstar solutions for Licensees and Self-Licensed Practices
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.
Morningstar Direct
Our solution for Approved Product List and model portfolio management helps AFSL researchers work more effectively and eliminate time-consuming manual processes, freeing up your valuable resources.
AdviserLogic
Our easy to use financial planning software helps advisers run a more efficient business, support the delivery of advice and engage with clients in an engaging and effective manner. Used in conjunction with our remuneration module, PayLogic, your AFSL will always be able to monitor advice business activity and return for effort.
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 across 50 countries.
ESG Sustainalytics
Delivered via ARC, our Sustainalytics capability gives you global best practice support to help your advisers deliver advice that complements their clients’ ESG preferences.
Manager Selection Services
Our specialist team creates and supports portfolio construction for model and managed accounts, giving you access to market-leading portfolio construction capabilities and reporting – whether you want to outsource investment responsibilities or create tailored portfolios yourself.
FinaMetrica
Our FinaMetrica risk profiling tool when used in conjunction, helps your advisers build stronger, longer-lasting relationships with clients by specifically matching a client’s risk tolerance to tailored investment solutions – improving business compliance and risk management.
Ready to see for yourself?
Transform your business with investment data, research, and analytics that elevate the way you work.