AllocationMaster™. Turn your investment recommendations into positive actions. Transform client contacts into long-term relationships. Separate your value-added services from those of your competitors.

The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations.

Advisors Worldwide can use Gsphere to build AUM, construct better portfolios, educate clients and generate compelling recommendations.

Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.

Morningstar Office is our complete practice and portfolio management system for independent financial advisors.

Morningstar® Principia® is one of the most widely used resources in the financial planning industry.