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Overview
The integration between AdviserLogic and Morningstar Adviser Research Centre (ARC) allows you to access independent investment research directly within your advice workflow. This integration is designed to streamline how you research, compare, and validate investment recommendations without needing to switch between systems.
ARC provides access to detailed research across funds, equities, ETFs, and portfolios, along with analytical tools and client-friendly reports. When integrated with AdviserLogic, it enables faster preparation of advice documents and eliminates the need for manual data entry between platforms.
Adviser Research Centre Integration with AdviserLogic
Today, your clients expect you to be equipped with research, data and tools that support impartial advice. Adviser Research Centre provides easy access to Morningstar's independent research, high-quality data and analytics, unparalleled market insight and client-friendly reports to help you empower your clients' success.
Subscribing to Adviser Research Centre brings Morningstar's thought provoking, independent research reports directly to your Morningstar AdviserLogic CRM
The integration between your Morningstar AdviserLogic account and the Adviser Research Centre (ARC) will be activated upon the signing and return of your ARC contract. If you find that this integration is not yet active, please don't hesitate to contact AdviserLogic Support
The integration has two components
Signature Reports in the Client Assets/Liabilities Tab
Once the ARC integration is activated, open a client record and select Assets
From the Assets screen, open the investment report of the eligible investment from the Investment Report column on the right hand side, by selecting the Open button. The report will open in a new tab.
For investments within the Morningstar coverage, this report will encompass ratings that are accessible as part of your ARC subscription.
📌Note
Morningstar has successfully launched the new Morningstar Medalist Rating, further expanding access to our market-leading ratings, whilst maintaining our independent business model and leveraging our valuable global analyst capability alongside machine learning technologies. Learn More
Automated Research Generation for SOAs or ROA in Digital Advice
After you've finished the Digital Advice workflow for generating an SOA or ROA, you'll have the opportunity to download the corresponding Morningstar ARC reports. These reports are automatically generated and aligned with the investments you've recommended in that specific scenario.
To access these reports, navigate to the Scenarios section within the Digital Advice tab, select the download button, then select Morningstar Research from the dropdown menu.
When you make a selection, a ZIP file will be downloaded, which contains PDFs of the associated ARC research reports.
