Engage with your clients

Empower your advice with Morningstar’s independent research solution, specifically designed for financial advisers and brokers looking to take their business to the next level.

  • Instant access to in-depth independent research – anytime, anywhere
  • Completely customisable interface for your practice
  • Powerful model performance of hypothetical portfolios
  • Stay compliant with research on all investment types
  • Access performance and portfolio data and analyst commentary on our extensive database of investments
  • Easy access to our team of friendly and responsive technical support specialists – available via email and phone.
  • Download the product brochure here

I have been using the Morningstar ARC for some 5 years and found it to be a valuable resource tool for our practice. As the Chair of our investment committee, it is a handy tool to do research and present opinion, explore fund manager track records and an overall detailed analysis of a variety of advice processes to enable us to make informed decisions for our clients. The Investment Illustrator tool is very effective for analysis of a bespoke portfolio, particularly in the SMSF space. I would urge any Adviser to explore the possibilities of ARC in their practice.

- David Jackson, Rothgard Financial Partners. Client since July 2013

Morningstar's Adviser Research Centre is a fantastic resource, which I use on an almost daily basis, allowing me to add significant value to my clients. I regularly use the Morningstar managed fund and ETF model portfolios with my clients, providing my business with an efficient means of portfolio construction. The reports and commentary in relation to the model portfolios are fantastic for engagement purposes and at client review time. I also find it handy to be able to provide my clients with an analysis of a particular equity they might hold.

- Sam Simpson. Mortgage Choice Financial Planning. Client since June 2016

Morningstar's Adviser Research Centre (ARC) site has become an invaluable source of information for our advisers, providing comprehensive research, economic and market commentary – as well as tools to analyse the performance and efficiency of our clients’ portfolios. We are extremely satisfied with this service and our Morningstar support team!

- Terri Bradford, DFP SSA Morgans Financial Limited. Client since March 2010

Experience the Adviser Research Centre difference for FREE!

Have more questions?

We know these decisions aren’t easy. You want the right fit for your business. Our specialists can help you through the decision-making process—no strings attached. To learn more about how Adviser Research Centre can increase the value and efficiency of your business, contact us on 02 9276 4445 or email sales.au@morningstar.com