Morningstar Wealth Platform: What's new, what's next
In this webinar we’ll walk through the latest developments across the Morningstar Wealth Platform. As always, what we hear from advice professionals in our continuous discovery process sits at the heart of the work.
Learning Objectives:
- Understand how adviser feedback shapes development and improves client outcomes
- Recognise how the key platform enhancements delivered in 2025 benefit the end client
- Identify the customer outcomes driving the 2026 technology roadmap
- Assess how new onboarding, retirement and self‑service features can reduce admin and improve efficiency
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