Morningstar AdviserLogic Email Format

Software DevelopmentNew South Wales, Australia11-50 Employees

Morningstar AdviserLogic provides an end-to-end platform for Australian financial advisers, designed to streamline how guidance is delivered and reduce reliance on external consultants. The solution combines Morningstar’s data and research with modelling and digital engagement tools to support efficient, client-focused advice. It targets advisory practices seeking to lower service costs while maintaining high-quality outcomes.

Based in Sydney, New South Wales, AdviserLogic operates as part of Morningstar’s Australasia division and is supported by a small-to-mid-sized team. In May 2026, Morningstar Australasia announced a partnership with StepStone Group to provide access to deal-level benchmarks through the PitchBook platform.

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