Enrich the Adviser’s Experience
Trusted platforms help advisers serve their clients more efficiently. We understand the adviser’s business proposition and apply this understanding to our technology, investment and consulting expertise to help platforms design solutions for delivering exceptional financial planning services. From end-to-end we power easy-to-use tools with accurate data, research and educational content so advisers and their clients can have a better investing experience.
Engage With Investors
Morningstar was founded in the 1980s to help
everyday investors make informed decisions. Today, we connect with millions of
individuals through relevant articles, videos, reports and tools on our
investor websites worldwide. Platform providers use Morningstar content to
help build loyal audiences of clients. Our straightforward research and
simple tools, delivered across technology platforms from online to mobile,
help investors of all experience levels analyse and manage their portfolios.
Strengthen Corporate Offerings
We understand the complexities of today’s pension schemes and work to improve benefits programs of all sizes. Our investment consulting, technologies, data and research leverage our years of experience supporting large-scale retirement programs in Australia and the U.S. to help platforms in the UK serve employers and meet regulatory requirements. We also leverage decades of respected asset allocation expertise when we act as subadvisers that help develop model portfolios or manage entire product line-ups.
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.
TD Waterhouse appreciates the global presence and personal touch that comes with Morningstar® Equity Data. Full story
Gamma in Portfolios We define and measure “Gamma” as the value investors achieve from intelligent financial planning decisions. Download PDF...
Prepare by Planning Nick Cann of the Institute of Financial Planning reinforces the importance of sticking to a financial plan. Watch video
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