• How We Help Platform Providers
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  • Enhance Direct-to-Consumer Platforms

    Morningstar helps platform providers streamline their operations while building a consistent experience for clients by using one independent source for a full spectrum of investor services. From white-labeled editorial content to mobile financial planning tools, we deliver platform components that appeal to new and experienced investors. A complete range of advice and guidance services built on proprietary methodologies is available to help investors plan and save for retirement.

  • Integrate Suitable Investments

    Platform providers can appeal to more clients by offering an expanding range of suitable investment choices that reflects market trends. Our comprehensive independent data and research supports investment selection. We also deliver asset allocation services, model portfolios and tools to help advisers assess each investor’s appetite for risk and address capital accumulation requirements. For platforms that wish to outsource investment selection, we offer guided architecture, as well as governance and reporting services.

  • Expand into New Markets

    Platform providers tap our knowledge of market trends and the practical effects of regulations to develop new investment products and model portfolios. Serving advisers and investors in markets around the world has given us a clear view of how to balance their needs with regulatory compliance. With our ideas and support platforms can transform the regulatory challenges brought by the Retail Distribution Review, auto-enrolment, Solvency II and other mandates into market opportunities.

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