As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before.

Our financial planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals.

Flexible ways to grow your business
Our tools can integrate into your current investment solutions and process, so you can focus on your client- not the technology.

Advice that ties it all together
Uncover risk capacity, goals, and more so you can deliver comprehensive, personalised recommendations that meet regulatory requirements.

What we offer

• Risk profiling - FinaMetrica Profiler

Find the optimal level of investment risk for your clients with holistic risk profiling, built on our academically validated psychometric risk-tolerance assessment.

• Goal planning - Goal Bridge

Uncover and connect your clients’ most meaningful goals to an easy-to-understand investment plan, all in a single tool.

• Investment planning - Investment planning tools

Build portfolios to match target policy using your investment models, approved lists, and our robust portfolio analytics data.

• Portfolio monitoring - Best interest proposal

Evaluate available alternatives for your investment recommendations. Substantiate rollover recommendations with our 401(k) database and Best Interest Scorecard.