Create Differentiated Plan Offerings

Plan providers of all sizes support their product development and research with our robust analytical software and data. Applying decades of asset allocation expertise, we can also act as subadvisors to help develop and manage innovative products that incorporate insurance, risk, alternatives, and unregistered investments alongside major asset classes and meet regulatory requirements such as 404(a) compliance.

• EnCorr
• Morningstar Direct
• Advisor Workstation Defined Contribution
  Module
• Principia Defined Contribution Module
• Asset Allocation Indexes
• Morningstar Data for Funds and Stocks
• Morningstar Investment Management

Enhance the Participant Experience

Based on personalized asset allocation models and investment advisory services, we can deliver independent advice and managed account solutions for working investors, as well as in-retirement programs designed to help retirees convert their savings into sustainable income. Our investor-oriented approach incorporates best practices that go beyond the numbers to address a participant’s individual needs.

• Morningstar Investment Management
• Retirement Manager

Engage and Retain Participants

Today’s investors demand personalized advice, which is why plan providers turn to us to help keep participants engaged with their savings plans. Our dynamic online tools, investment reports, and educational charts help explain important concepts, giving investors the context they need to make informed decisions.

• Integrated Web Tools
• Investment Profiles and Guides
• Incentive Programs
• Institutional Marketing and Sales Solutions

Outsource Data Aggregation, Management, and Reporting

No matter where you source your data, we can help you streamline, organize, store, or distribute it efficiently and securely. For organizations upgrading their internal systems, we provide interim solutions to safely transition from legacy platforms.

• Enterprise Data Management
• Document Library
• Investment Profiles and Guides