Morningstar website
Morningstar's primary corporate value is: investors come first. We provide innovative resources to the Financial Planners that serve them. For that, we've become a trusted name in independent data and research.
Morningstar have just been named the Best Investment Data Provider by readers of Professional Adviser.
In addition to providing best in breed data, we provide qualitative research and consultancy services which can be delivered in high quality software solutions to support FinancialPlanners andParaplanners.
Morningstar OBSR is an independent investment research and consultancy business with one of the largest and most experienced investment research teams in the UK market. Morningstar OBSR combines the strength of rigorous research and ratings with extensive consultancy expertise to support clients throughout the whole investment process.
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Morningstar® Adviser WorkstationTM Office Edition is our award-winning practice and portfolio management system for Financial Planners. This single, all-inclusive platform is designed to support the core aspects of a planner's practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications.
Adviser Workstation also helps planners meet regulatory requirements such as RDR, including the option to tier service and solution packages according to clients' needs and scale of business. Morningstar® Adviser Pricing Data Feed delivers an on-going flow of investment data for use in your in-house systems or in third-party applications. Morningstar offers accurate data, proprietary statistics, and comprehensive coverage of a variety of investment types from an independentperspective.
The Morningstar Investment Conference brings together leading fund managers and other financial experts to offer education, opinions and debate on the investment landscape. Each year the agenda covers a range of asset types, geographical areas, industries and investment philosophies. This is run in association with the IFP.
Morningstar® Adviser Forums bring together experts to discuss industry trends and business-building ideas in an informal setting where questions and networking are encouraged. These regional events help Financial Planners prepare their businesses for success and address areas where Morningstar products can strengthen client relationships. Financial Planners who attend these events can expand their expertise while earning Continuing Professional Development (CPD).
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