Morningstar Wealth Platform and Wealthcraft, a Morningstar Company, offer advisers modular solutions for custodial and non-custodial business.
Our digital-first tech stack helps advisers reduce friction, lower costs, increase choice and improve efficiency. It also gives advisers time back to deliver the service experience they want for their clients, helping to support better outcomes.
Our open approach to integrations and third-party providers means freedom to choose for advisers, with access to investments, tools and products that best suit their clients and their business.
Our proprietary tech and close adviser relationships mean we can be responsive to feedback, with regular system updates.