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.
Financial Planning Firms
HELPING YOU DELIVER A GREAT CLIENT EXPERIENCE
A platform that has both your and your clients' needs at its heart, we think we know what makes for a great relationship.
Discretionary Managers
TECH THAT REALLY SUPPORTS YOU
Morningstar Wealth Platform's outstanding portfolio management capabilities and reporting facilities make your life easier.