What we do

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

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.

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Award 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.

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Tried 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.

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Promote 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.

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Advice 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.

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Upgrade today!

Start the upgrade now. Ask our expert team about the ways
Morningstar Wealth Platform can transform your business.

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