News & Insights

We previously shared with you how we had improved our report building functionality by adding better branding options and turning off report download email alerts. In that update we promised news of significant change to the process of creating consolidated reports.   Client review packs are core to financial planning but can be time-consuming to..

In August we shared with you the work we’re doing to provide greater clarity around crystallised fund splits. Over the course of the past few months, we’ve been enhancing and testing new solutions with a small number of pilot customers. Since then, we’ve worked hard to add the additional functionality that our pilot users confirmed..

Advice firms constantly add value for their clients – and far beyond monetary terms. At Morningstar Wealth, we’re driven by doing the same for the advice firms we serve. Where possible we want to make advisers’ lives easier, freeing up time for them to focus on more important things that help to empower better client..

To help improve the adviser experience, we’ve been looking at the areas where we know firms spend a lot of time. This is where relieving those seemingly small annoyances can make all the difference. This is all part of our continuous discovery work, an ongoing collaboration with advice firms which is inspiring a regular stream..

We know good service is a priority for you when it comes to working with an investment platform. And because of this, we’ve recently implemented an enhancement designed to ease and speed up the resolution of queries submitted to our dedicated adviser support team. Morningstar Wealth is growing. As we do, we’re investing to maintain..

We know that across the industry, transferring between platforms is an adviser’s single biggest pain point. Advisers don’t know the status of transfers, requiring constant phone calls to customer service teams, and then back to clients to keep them updated. It all takes up time which could be much better spent. In any process where..

The service will include five fund-of-fund portfolios and four direct equity portfolios covering a range of risk levels, from Cautious to Adventurous, and are ethically screened from Light Green to Dark Green. Wayne Bishop, King & Shaxson CEO of Ethical Investing, commented, “Ethical investing is at the heart of everything we do, this is our..