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Product Research

About Morningstar

Morningstar, Inc. is one of the leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services which includes data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data.

Year Established
No. of Active Users
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Key Officials

About Products & Services

Key Benefits to Clients

  • For all of the tasks you perform and roles you play, Morningstar® Adviser WorkstationTM can help you do them better.
  • It’s a web-based platform, so you’ll always have the latest Morningstar investment data, and the most up-to-date client and account information at your fingertips.
  • It's intuitive design and navigation will streamline your daily work.

Key Benefits to Professionals

  • Best of all, Adviser Workstation helps you get results.
  • It's concise, visually-compelling reports will strengthen your message to clients and make the most convincing case for your recommendations.
Revenue Share Model
Not Applicable

Subscription / Empanelment Process

To be listed as an Advisor at Morningstar:

  1. Contact Amit Shethia or email at

Eligibility Criteria


Special Offer for NFP Promembers


Contact Morningstar

Contact directly

Express your interest or drop in your concerns in the form below, and we will reach out to you directly.

NFP Partner Contact Form - Morningstar

Information published here is as shared by members. All information provided here is in good faith to help consumers make informed decisions, however, Network FP makes no representation or warranty of any kind. Consumers & Investors are encouraged to cross-verify the information during the initial meetings before taking any decisions.