Who we're for

Find out if we could be a great match for your business

The Morningstar Wealth Platform has innovation in its DNA. Since 2001 we’ve worked closely with leading global professionals from every area of wealth management, to really understand their businesses and develop technology that exceeds expectations.

We love to innovate – and we love to collaborate too. We never forget that you’re in the driving seat and that it’s our role to help you keep the promises you’ve made to your clients. We know from 20 years of experience that we can best do that by working closely with every firm that chooses to partner with us.

It follows, then, that we can’t work with everyone. And that’s fine with us. Read on to find out what we think makes for a perfect match – and give us a call if that sounds like you.