Morningstar Products and Investment Solutions

The Morningstar Managed Portfolio Database, enabling advisers to freely research managed portfolios across the only whole of market independent database, using Morningstar Proprietary metrics alongside standardized Operational data. This page provides advisers with access to the database screener, as well as information on how the data is collected.

Morningstar Wealth Platform takes care of the heavy lifting of administering investments on behalf of your clients. Our award winning service means you can focus on providing great service to your clients.

The Executive Assistant to your business. Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business.

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

The Morningstar Blended Portfolio Range is a professionally managed, multi-asset investment solution and has a clearly defined goal. Our aim is aligned to yours—to grow your wealth sensibly—investing when, and where, it makes sense to do so.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.

Morningstar Managed Portfolios allows advisers to deliver professional portfolio management and tools to investors that help them achieve their financial goals.

Direct access to Morningstar’s industry-leading research, delivered the way you want it.

Reduce risk and create efficiency with automated delivery of Morningstar DBRS’ global ratings data into your company’s database with real-time, daily, or monthly updates.

Gain timely market insights and assess the credit risk of corporate and sovereign entities, financial institutions, and project and structured finance transactions globally.

Morningstar International Portfolios are a multi-asset solution—accessible only through advisers and trustees—which invest in a range of non-UK situs holdings.

Essential news and investing strategies from the worlds of stocks, funds, ETFs, and dividends. Access actionable recommendations, exclusive tools, and editor commentary.