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Morningstar Wealth Platform (Formerly Praemium)
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About the provider
Morningstar Wealth Platform's integrated Managed Accounts platform provides a unique wealth management opportunity for investors and advisers. Facilitating managed accounts on the one integrated platform enables advisers to tailor solutions to a variety of client needs while delivering significant back-office efficiencies to their advice businesses. Coupled with the scale efficiencies of Morningstar Wealth Platform’s market leading platform, advisers can provide more value for clients and have more clients to value. Investment managers on the Morningstar Wealth Platform are able to include direct equities, listed securities, managed funds, cash and bonds when constructing/managing their portfolios.
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Morningstar acquired Praemium in June 2022
£3.9 bn as at 30th September 2023
Proprietary
Integrations
Integrates One Way
Integrates Both Ways
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intelliflo office (intelliflo)
Plum Software (a Morningstar company)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
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Wealthcraft
No integrations available for Research
No integrations available for Risk profiling and suitability