About Us

Innovation is in our DNA

Over 255,000 financial advisers around the world work with Morningstar

Award winning service for you, so you can focus on providing great service to your clients.

Morningstar Wealth Platform takes care of the heavy lifting of administering investments on behalf of your clients, so you can focus on spending time with them; the aspect of your service we know they really value.

An investment platform built for advisers.

History & Innovation

Innovation and investment driving growth

Since inception we have been driving innovation in investment platform technology.

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Our Team

Meet our leadership team

Our management team bring a breadth of expertise and experience to the company, our solutions and clients

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Legal & Policies UK

KFD. T&CS. Policy documents

Technical documents and other essential information

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Legal & Policies International

KFD. T&CS. Policy documents

Technical documents and other essential information

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Morningstar Wealth Platform can transform your business.

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