The Morningstar Wealth Platform provides the flexibility and choice needed to scale your practice and deliver exceptional client experiences.

As an investment manager, Morningstar is unique. Everything starts with our unparalleled access to global data, analytics and research.

We run, manage and develop our own technology. With genuine innovation to enhance and add value to your business and your clients' investment experience.

Model Providers are third-party asset managers providing model portfolios to Morningstar Investment Services for inclusion in the Morningstar Wealth Platform. Advisor Wealth Platform · Investment Insights · Select Equity Portfolios · About Us

Grow your wealth management business. Help clients realize their financial goals. Explore insights, investment strategies, and tech from Morningstar Wealth.

Our market-leading adviser solution can transform your business. Less time on administration, increased efficiency & better service for your clients. Giving you ...

Position and market products, analyze investments, create client portfolios, and connect with investors with Morningstar Direct.

Morningstar Investment Management is focused on growing your wealth, while managing risk for a smoother journey through the market cycle. Managed Accounts · Managed Funds · Investment Solutions · Contact Us

Morningstar for advisors and wealth managers. With more investment data at their fingertips, investors expect more from financial advisors and wealth managers.

Navigate markets with investment insights from Morningstar Investment Management. Featured. Fear Has Left the Building.