Migrating Your Data to Morningstar AdviserLogic


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.

Frequently Asked Questions

Looking to get some help, read on below.


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.

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