The world’s leading financial advisers, investment managers, institutions, accountants and product providers use Morningstar Wealth Platform to manage or administer their investments globally across more than 500,000 accounts.
Our name for how we enable different forms of portfolio management on Morningstar Wealth Platform. Create customised, comprehensive CIPs in the most delightful way.
Service & Support
Supporting you in all the ways you expect — and some you might not
We’re not saying we’re superheroes, but in terms of supporting your requirements so you can deliver the best client outcomes, we like to think we go above and beyond.
All our own work
The power of being in control
Even with everyone’s best endeavours, it’s brutally difficult for platforms who share their technology underpinnings with their neighbours to be responsive to your requests for new functionality and process changes. We prefer a different way.
MI & Reporting
Holding power to account
It is our observation that, given the UK advised platform market is about 20 years old, we might expect the reporting and MI you can access through platforms to be, well, better.
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.