Morningstar AdviserLogic AFSL Preferred Pricing (T2)
& License Types

Morningstar AdviserLogic is an easy-to-use, out of the box solution

Our software is recognised for its user-friendly design and simplicity, and we’ve embraced the same philosophy in our pricing.

You’ll start with a base license fee that grants access to the core features outlined below. Our onboarding packages are tailored to meet various needs, and we'll guide you in selecting the one that's right for you. From there, you can choose any additional features you require, such as client logins, extra templates, custom workflows, and more.

No surprise bills—just pay for what you use.

Pricing & License Type

Our software is recognised for its ease-of-use and simplicity. We approach how we price our solutions the same way.

You'll pay a base license fee which gives you access to the core functionality below. Then, just select any add-ons you'd like, such as client logins, additional templates, custom workflows, etc.

No surprise bills. Just pay for what you use.

	Comprehensive Adviser	Paraplanner	Support
Client home	✅	✅	✅
File Notes	✅	✅	✅
Document Vault	✅	✅	✅
Workflow Management	✅	✅	✅
Document Creation	✅	✅	✕
Risk Research & Quoting	✅	✅	✕
Superannuation Research & Comparison	✅	Same as adviser	✕
Portfolio	✅	Same as adviser	✕
Unit Pricing	✅	Same as adviser	✕
Data Feeds	✅	✕	✕
Cashflow	✅	Same as adviser	✕

Note: Paraplanner and Support licenses must be attached to an adviser license.

Tier 2 Pricing

AdviserLogic

License Type	Monthly License Fee	Annual License Fee (ex GST)*
Adviser License	$630	$7,560
Paraplanner / Practice Manager	$450	$5,400
Support	$315	$3,780

Additional Services

For pricing details on additional services, such as custom workflows and templates, please reach out to your Morningstar Business Development Manager or Customer Success Manager.

Are you looking for something else?

Migrating Your Data To Morningstar AdviserLogic | Morningstar AdviserLogic SoA Strategies

Morningstar AdviserLogic Data Feeds | Morningstar AdviserLogic Support & Training

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Morningstar AdviserLogic AFSL Preferred Pricing (T2) ​& License Types