Solutions for Individual Investors
Morningstar Investor - Discover new investments, track & analyse your portfolio, and navigate market shifts with Morningstar Investor, our flagship subscription product for individual investors.
Solutions for Advisers
AdviserLogic - Easy to use financial planning software that helps you run an efficient business, deliver great advice and enhance your client engagement.
Paylogic - Import, consolidate and analyse revenue data from any source to gain powerful insights on your business, pay your advisers and referral partners and support client service obligations.
Adviser Research Centre (ARC) - Our web-based ARC solution is a purpose-built research tool for advisers and licensees. it provides easy access to Morningstar’s renowned independent research and data on more than 10,000 Australian managed funds, ETFs, LICs plus over 1,500 equity securities.
FinaMetrica - Our FinaMetrica risk profiling tool helps you build stronger, longer-lasting relationships with clients by specifically matching their risk tolerance to tailored investment solutions.
ESG Sustainalytics - Delivered via ARC, our Sustainalytics capability gives you global best practice support to help you select sustainable investments and deliver advice that complements your client’s ESG preferences.
Solutions for Asset Managers
Morningstar Direct - Our institutional-grade platform that brings together high-quality investment data, independent research, Advanced portfolio analytics and performance reporting.
Morningstar Data - Global equity, managed investments, and market data from all major global exchanges for professional use
Morningstar Indexes - Intelligent indexing across asset classes, styles and strategies. Diverse index solutions to meet every investor need.
Morningstar Essentials - Tell the story of your investments with research and ratings investors trust.