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.