The world’s leading financial advisers, investment managers, institutions, accountants and product providers use Morningstar Wealth Platform to manage or administer their investments globally.
Market leading workflow and user experience
BE IMPRESSED
We want to impress you with how easy it is to produce a client pack. From digital acceptance – that’s right, no paper forms – to market leading application processing; client accounts and portfolios are quick and simple to establish.
Find Out MoreAward winning service
AROUND THE CLOCK SUPPORT
From onboarding, to using the platform on a daily basis, we’ve built our business around making sure it’s as seamless as possible. We hope you don’t need to contact our support teams. But if you do, they’re available around the clock. Dedicated staff will be on hand to assist with whatever you require support with.
Find Out MoreTried and tested technology, investing in continued improvement
THE POWER OF BEING IN CONTROL
Owning our own technology means we can adapt as the advice landscape changes and develop as your needs evolve. Listening to you is key to determining where we spend our time. Robust feedback loops allow us to hear directly from you, efficiently turning insight into useable product features and enhancements.
Find Out MorePromote your business and your value proposition
DON’T LET YOUR PLATFORM STEAL YOUR LIMELIGHT
The whole experience can be customised in your brand. So you and your clients will experience a personalised version of the platform; from the logo and colours within the site to branded model names, to the paperwork and statements your share with your clients.
Find Out MoreAdvice Solutions
More value for clients
Our market-leading adviser solution can transform your business. Less time on administration, increased efficiency & better service for your clients. Giving you more time to focus on what really matters to your business.
Find Out MoreUpgrade today!
Start the upgrade now. Ask our expert team about the ways
Morningstar Wealth Platform can transform your business.