Morningstar

As we enter an era that builds and extends the impact of digitalisation in new and unanticipated ways, we are fundamentally rethinking the business of wealth management.

Technologies available now, and in development, are allowing our industry to explore advancements across customer engagement, advice, service quality, user experience and operations. In collaboration with the most innovating wealth technologies, we are using data to yield new insights to offer wealth managers important opportunities to lead and differentiate.

Morningstar supports the Wealth community through data, calculation engines, research, analysis, software and reporting capabilities.