Who we're for

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

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

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.

Benefits for your business

  • One integrated platform enables advisers to provide higher quality engagement, a differentiated service
    proposition across client segments & achieve significant business efficiencies.
  • Configurable platform to work for your clients and your business.
  • Adaptive, always improving technology you can rely on to solve operational challenges and make investing on
    behalf of your clients as efficient as possible.
  • Support with regulatory and compliance obligations.
  • Content, tools and resources to support your client engagements.