Advisor Platform
The Morningstar Wealth Platform provides the flexibility and choice needed to scale your practice and deliver exceptional client experiences.
Can you grow your business while helping clients better realize their goals?
At Morningstar Wealth, we not only make it possible, but far easier than you’d expect—with differentiated global insights, curated investment strategies, and transformational technologies that allow you to deliver exceptional client experiences.
Together, we can help achieve your goals, so you can focus on helping clients achieve theirs.
An intuitive digital experience allowing you to focus your time, energy, and attention to build your business. It unites investment options from Morningstar and a curated selection of asset managers, with intuitive tools and unique insights.
The Morningstar Wealth Platform provides the flexibility and choice needed to scale your practice and deliver exceptional client experiences.
Over 100 Managed Portfolios managed by Morningstar Investment Management ($249B AUM/AUA*) and a curated selection from market leading asset managers.
ByAllAccounts® supports holistic wealth management by merging data aggregation with uniquely Morningstar insights. Backed by decades of experience, we’re the preferred partner for wealth management firms and wealthtechs.
Fully integrated RIA platform that combines the insights and tools you need to run your practice.
Personalized portfolios powered by Morningstar Indexes, research, and Sustainalytics.
Actionable market insights and trend analysis for investment advisors and wealthtech providers.
$249B
100+
400+