An integrated platform to help advisors manage, grow, and streamline their retirement plan business
Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place.

For advisors
One centralized dashboard to help advisors grow and manage their retirement plan business.

• Oversee all of your retirement plans

View live plan data and reports, propose changes to investment menus, and monitor the compliance-related “health” of your clients' lineups.

• Research available funds

Research approved funds and their performance by provider products to help you build and adjust investment lineups for your clients and prospects.

• Build lineups for prospects

Access pre-built investment lineups, design them from scratch using approved fund lists, or check the compliance of existing lineups to help you minimize disruption to a client or prospect's plan.

• Get pricing proposals directly

Save time by requesting custom pricing proposals from more than 25 plan providers directly through the Morningstar Plan Advantage platform.

For the home office
A full spectrum view to help firms support their advisors and retirement plan business.

• Support advisors’ growth

Provide a scalable service that allows advisors to easily create lineups for prospects, manage their existing plans, and grow their business.

• Help reduce your risk

Preselect from a range of fiduciary options, including our 3(21) and/or 3(38) services, to maintain consistency across your business, while compliance alerts and plan reports can help you identify and mitigate potential compliance issues.

• Gain key insights

Stay up to date on your firm’s retirement plan business through a variety of readily available reports, metrics, and communications.