Power Wealth Management

Access Morningstar® Managed PortfoliosSM on our immersive turnkey asset management platform (TAMP) and a range of third-party platforms.

Whether you need support with investment management or a partner to power your practice, advisors can choose the approach that aligns best with their business model.

Morningstar Managed Portfolios Advisor Platform

Third-Party Platforms

Morningstar® Managed PortfoliosSM Advisor Platform

Make the transition from managing assets to managing wealth. Access our professionally managed portfolios on our immersive end-to-end turnkey asset management platform (TAMP).

Features to Empower

Portfolios and Strategies

Portfolios and Strategies

Address clients’ investment needs and deliver a modern experience, including digital account opening at select custodians.
Advisor Tools

Advisor Tools

Portfolio Comparison, Portfolio Simulator, Fee Calculator, Monte Carlo Simulator and much more for delivering personalized advice.
Client Portal

Client Portal

Designed to help investors stay up to date on their portfolios.
Digital Proposal Generation

Digital Proposal Generation

Streamlined and customized portfolio development and implementation.
Dedicated Homepage

Dedicated Homepage

A concise view of recent activity, timely market data and insights.
Back-End Office Support

Back-End Office Support

Reporting, trading, rebalancing, and tax information.
Marketing Resources

Marketing Resources

Client materials and thought leadership that leverages the research and market intelligence of Morningstar and its affiliates.

Get Started

Make the move from managing assets to managing wealth on Morningstar® Managed PortfoliosSM Advisor Platform.

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Enabling Wealth Management

Implementing Morningstar Managed Portfolios on our TAMP helps you streamline and share fiduciary responsibility with us, leaving you with more client facing time.

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Personalized Support

Dedicated regional sales and service teams provide consultative guidance on business development, and best practices to get the most out of the platform.

2021 America's Best TAMPTM Recognized

Recognized as the 3rd leading U.S. TAMP for 2020. Ranking based on a December 2020 Wealth Advisor subscriber survey of 31 TAMPs/strategists for service and performance. As a paid sponsor, Morningstar Investment Management is featured in the publication, but the sponsorship is not associated with the 3rd place ranking.

Third-Party Platforms

Our strategic relationships across an extensive array of broker-dealers and advisor platforms including a model marketplace that provides the ability to customize portfolios to meet specific client needs. Below are platforms where you can find us, making it easy to access Morningstar® Managed PortfoliosSM where you do business.

Access Portfolio and Market Insights

Manage your business on a third-party platform? You can sign up for our Advisor Site to learn more about our portfolios and access investment insights for you and your clients.

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