Morningstar Wealth Platform
An intuitive wealth management platform to power your business.
Our Goal? To Help You Achieve Yours
The Morningstar Wealth Platform provides the flexibility and choice needed to scale your practice and deliver exceptional client experiences. We not only make it possible, but far easier than you’d expect—with differentiated market insights, curated investment strategies, and transformational technologies.
Meet Client Needs Using Innovative Technology and Digital Workflows
Explore intuitive processes and elegantly designed experiences that can help you reduce inefficiencies, better serve your clients, and grow your business.
Deliver a Unique Investment Offering with Our Extensive Range of Portfolios and Strategies
Offering a range of model and direct indexing portfolios, separately managed accounts, and portfolio pairing through unified managed account capabilities, our comprehensive offering is designed to help investors reach their financial goals at each stage of their investing lifetime.
Morningstar and third-party model portfolios are designed to meet specific investment objectives from general allocation portfolios to targeted income and inflation or addressing downside risk.
Separately managed accounts offer portfolios of individual equities and bonds with full transparency into underlying holdings.
Morningstar direct indexing allows you to create and manage highly personalized and tax-aware portfolios at scale while targeting what matters most to clients.
Validate Your Advice With Trusted Morningstar Research
Supported by an independent voice and trusted brand1, our wealth platform gives you the much-needed resources to spend more time with your clients and empower investor success.
Increase Productivity With a One-Stop Shop for Investment Management
Did you know the average advisor spends 25% of their time on investment-related activities?2 Benefit from our dedicated support and share fiduciary responsibility with us to give more to your clients and their portfolios.
Scale Your Practice
Leave more time building your practice by solving capacity issues with billing, reporting, and back-office tasks.
Simplify Process
Get the most from the platform with digitally enhanced workflows and guidance on business development, portfolio selection, and best practices.
Grow Relationships
Support meaningful relationships with the help of our practice management resources.
Get Started
Together, we can help achieve your goals, so you can focus on helping clients achieve theirs. Talk to a consultant to learn more.
1. In a March 2021 survey, when 111 U.S. financial professionals were asked “Imagine this brand came to life as a person. What qualities describe the type of person you think they would be?” 59% of survey takers indicated Morningstar as trustworthy.”
2. Cerulli U.S. Advisor Metrics 2022 cites RIAs spend 25% of their time on investment management activities.
©2023 Morningstar Investment Services LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Services LLC is a registered investment adviser and subsidiary of Morningstar Investment Management LLC.
Morningstar’s Investment Management group consists of Morningstar’s subsidiaries that are authorized in the appropriate jurisdiction to provide investment management and advisory services. In the United States, such services are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC on a discretionary or non-discretionary basis.
Morningstar Wealth Platform is an advisory platform offered by Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Through the Morningstar Wealth Platform, Morningstar Investment Services offers model portfolios and separately managed accounts (“SMA”) which include proprietary managed portfolios (“Morningstar Portfolios”), third-party asset manager portfolios where a third-party asset manager acts as a non-discretionary model provider (“Model Provider”) in which Morningstar Investment Services has discretion, and third-party asset manager portfolios where third-party asset manager acts as a discretionary asset manager (“Sub-Adviser”). The Morningstar Wealth Platform is intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative
Morningstar Portfolios
Portfolio construction and on-going monitoring and maintenance of the Morningstar Portfolios within the Morningstar Wealth Platform is provided on Morningstar Investment Services behalf by Morningstar Investment Management LLC.
Model Providers
Model Providers are third-party asset managers providing model portfolios to Morningstar Investment Services for inclusion in the Morningstar Wealth Platform. Model Providers do not have any contractual, fiduciary, investment advisory or other relationship with the financial advisers or clients utilizing their model portfolios through the Morningstar Wealth Platform. Model Providers have no obligation or responsibility for determining the appropriateness or suitability of a model or any of the securities included therein, for any specific client. Morningstar Investment Services has full discretion to invest clients in accordance with the model or deviate from the model provided by the Model Providers. The Model Providers are not affiliated with Morningstar Investment Services LLC.
