Optimise Your Practice
Not only can you enhance your investment and service propositions with Morningstar’s practice management tools, you can also keep pace with regulatory requirements. Through our consulting service we create bespoke fund and product panels to suit each firm’s business needs and investment philosophy. Using Morningstar products brings efficiencies to your business, such as integrations with leading adviser platforms and back-office systems, which allow you to deliver a high level of service to different tiers of clients in less time.
Conduct Investment Research
We make it easy for you to access timely, accurate
data for researching a full range of investments. With simple screening tools,
you can quickly filter investments based on your criteria. Qualitative analyst
research and ratings from Morningstar help you determine suitable
investments for clients. Your recommendations are reinforced with independent,
credible research support that investors know and trust.
Support the Investment Process
We offer a range of support for the investment process, from practice management tools to bespoke consultancy services, tailored to your business, clients and investment philosophy. These help advisers deliver robust investment and product advice, suitable for each client’s risk profile and financial goals. Risk tolerance questionnaires and investment planning tools available through our software or consultancy leverage our asset allocation and investment expertise.
Strengthen Client Relationships
Easy-to-understand charts, investment reports and
proposals from Morningstar give your clients confidence in your advice and
educate them about the value of investing. Our reports translate complex
investment data into meaningful information for investors. Automated client
reporting and a convenient web portal keep you in touch with clients, allowing
you to provide the hands-on service today’s clients expect.
Advance Your Expertise
Every Morningstar product comes with complimentary training and support to help you learn how it can benefit your practice. We also hold adviser events throughout the year where you’ll hear from industry experts, learn how to strengthen your practice, and expand your knowledge of emerging investment types. You can also keep up with daily market news, ratings and analysis on our investing website, Morningstar.co.uk™.
Download a guide to Using Valuation-Driven Investing Download
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Defaqto have assessed Morningstar Managed Portfolios and awarded them 5 stars based on the quality and characteristics of the investment propositions. View Morningstar Managed Portfolios
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