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.
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.
TECH THAT REALLY SUPPORTS YOU
Praemium’s outstanding portfolio management capabilities and reporting facilities make your life easier.