News & Insights

You can now generate Individual Investment Reports directly within the Adviser Portal, alongside your existing consolidated reporting tools. This new experience offers: •  A fresh, professional report layout •  Easy access within the Adviser Portal’s Reports section •  The ability to select which sections appear in each report •  Continuity in report content — same data, new look  ..

No matter how often market volatility strikes, behavior can be hard to manage with amplified uncertainty. Life—and investing—comes with its share of unpleasant realities. One of the most infamous of these is behind the latest reality that is roiling the markets: taxes. Tariffs are taxes on American consumers. They’re a blunt policy tool, often ill-suited..

Drawdown is all about flexibility and our latest pension enhancements are designed to make it easier for you to support your clients’ needs with a personalised approach. These updates are part of a broader overhaul of our retirement offering to improve adviser and customer journeys, simplify language, and save time across the board. All based..

Introducing the next step in our year of pension enhancements, single sign-on (SSO) to access illustrations from Adviser Portal and Applications Service. Illustrations are a vital part of financial planning: Simplifying complex financial strategies – making it easier for clients to understand potential outcomes. Clearer view of income streams – helping clients visualise how their..

We previously shared with you how we had improved our report building functionality by adding better branding options and turning off report download email alerts. In that update we promised news of significant change to the process of creating consolidated reports.   Client review packs are core to financial planning but can be time-consuming to..

In August we shared with you the work we’re doing to provide greater clarity around crystallised fund splits. Over the course of the past few months, we’ve been enhancing and testing new solutions with a small number of pilot customers. Since then, we’ve worked hard to add the additional functionality that our pilot users confirmed..

Advice firms constantly add value for their clients – and far beyond monetary terms. At Morningstar Wealth, we’re driven by doing the same for the advice firms we serve. Where possible we want to make advisers’ lives easier, freeing up time for them to focus on more important things that help to empower better client..

To help improve the adviser experience, we’ve been looking at the areas where we know firms spend a lot of time. This is where relieving those seemingly small annoyances can make all the difference. This is all part of our continuous discovery work, an ongoing collaboration with advice firms which is inspiring a regular stream..

We know good service is a priority for you when it comes to working with an investment platform. And because of this, we’ve recently implemented an enhancement designed to ease and speed up the resolution of queries submitted to our dedicated adviser support team. Morningstar Wealth is growing. As we do, we’re investing to maintain..

We know that across the industry, transferring between platforms is an adviser’s single biggest pain point. Advisers don’t know the status of transfers, requiring constant phone calls to customer service teams, and then back to clients to keep them updated. It all takes up time which could be much better spent. In any process where..