Morningstar Financial Planning
Connected suite of tools for proposal creation, investment research, and investment planning for financial advisors.
Overview
Morningstar Financial Planning offers the Direct Advisory Suite, a connected platform designed to support financial advisors in proposal creation, investment research, and investment planning. The suite provides FINRA-reviewed, client-friendly proposals and reports to help advisors demonstrate the value of their advice.
The software supports regulatory compliance by helping advisors stay aligned with evolving regulations and best practices. It also offers firm-level insights by visualizing advisor activity to identify trends and assess business scope.
Powered by Morningstar's extensive data, the suite enables screening across various investment categories including funds, ETFs, fixed income, and structured products. Key capabilities include investment research, client profiling, portfolio analytics, and access to over 15 FINRA-reviewed client reports.
Key Features
- + FINRA-reviewed client proposals and reports
- + Investment screening across multiple asset classes
- + Client profiling and risk tolerance alignment
- + Portfolio comparison and analytics
- + Advisor activity visualization and firm insights
- + Regulatory compliance support
- + Access to extensive Morningstar investment data
- + 15+ client report templates