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Overview

AdviserLogic now provides easy access to Morningstar investment resources directly from within the platform.

AdviserLogic users who also leverage Morningstar Investment Management (MIM) services can access the Morningstar Adviser Toolkit within AdviserLogic via the Quick Access Menu, while Morningstar Editorial content is available to all users through the Help Centre.

This update makes it easier to access market insights, portfolio reporting and client-friendly articles from where you already work. By simplifying access to Morningstar’s research and communication resources, you can more efficiently support client conversations and stay informed on market developments.

For practices working with MIM, this provides convenient access to portfolio updates and supporting material. For those not currently using MIM solutions, it highlights the broader investment capability and adviser support available through Morningstar Investment Management.

Morningstar Editorial

Morningstar Editorial is a collection of client-friendly articles written by Morningstar’s editorial team. Available to all AdviserLogic users through the Help Centre, this content helps you explain market movements and reinforce long-term investing principles.

We’ve now made them even easier to access by also adding a direct link within the AdviserLogic URLs tab.

With downloadable client-facing PDFs, these pieces are designed to:

Explain market movements in plain English
Reinforce long-term investing discipline
Support your advice and add context to review conversations

The Morningstar Adviser Toolkit in AdviserLogic

If you’re a Morningstar Investment Management (MIM) client using AdviserLogic, you can now access the Morningstar Adviser Toolkit and Morningstar Editorial content directly from the Quick Access Menu within AdviserLogic.

This update doesn’t change how the Toolkit works. It just makes access easier – allowing you to access your Morningstar ecosystem directly from the system you already use.

Beyond convenience, this update highlights the value of pairing implementation with investment insight.

What you can access as a Morningstar Investment Management Client

Morningstar Adviser Toolkit

The Adviser Toolkit is a dedicated Morningstar resource hub for MIM clients. It provides material designed to support client conversations and portfolio discussions.

Inside the Toolkit, you’ll find:

Market insights and commentary
Client-ready investment updates
Managed account performance reports
Trade updates and portfolio documentation (where applicable)
Now, you can access it in a few clicks from AdviserLogic.

Access

To access Morningstar Editorial or the Morningstar Adviser Toolkit, navigate to the blue Quick Access Menu on the left of your screen in AdviserLogic and select the relevant URL.

The selected link will open in a new browser tab, enabling you to view the content while keeping AdviserLogic open.

Who Gets Access?

Morningstar Editorial content is available to all AdviserLogic users. You can access it via the Help Centre, and we have also added a direct link in the Quick Access Menu for simplified access.

Access to the Morningstar Adviser Toolkit link in AdviserLogic is available to users who are also Morningstar Investment Management (MIM) clients.

If you are an MIM client and cannot see the Toolkit link in the left Quick Access Menu, please contact AdviserLogic Support or your Morningstar representative to confirm your access and user permissions.

Not Using Morningstar Investment Management? Here’s What This Unlocks

This update is more than a convenience link. It reflects the broader support layer available to MIM clients.

Morningstar Investment Management (MIM) provides professionally managed investment solutions designed to help advisers scale with confidence.

Including:

Managed accounts and diversified portfolio solutions
Strategic asset allocation informed by capital markets research
Multi-asset portfolio construction grounded in independent research
Ongoing portfolio monitoring, governance and investment oversight
Adviser-ready reporting and communication resources

Morningstar’s approach combines deep research capability with disciplined portfolio construction. Solutions are built using asset allocation expertise, forward-looking capital markets assumptions, and manager research – all supported by continuous review and refinement.

For many practices, the real challenge is not simply implementing portfolios. It is maintaining clarity and confidence in client conversations, particularly during periods of market volatility.

MIM is designed to support both.

You gain access to professionally constructed portfolios, alongside performance reporting, portfolio updates and investment commentary that help you explain:

What is happening in markets
What has changed in portfolios
How positioning reflects the outlook

That combination of implementation and insight helps strengthen client trust.

If you are already using AdviserLogic but not currently working with MIM, consider the difference between:

Implementing portfolios
and

Implementing portfolios supported by structured research, active oversight and client-ready communication material.

The Adviser Toolkit and Morningstar Editorial access demonstrate how Morningstar supports advisers beyond portfolio construction – extending into the conversations that build long-term client confidence.