An Advice Story

Complete Practice Management

Wealthcraft is part of the Office 365 cloud, a market-leading platform for security, keeping your data between you, your business and your clients safe. It offers seamless integration with Outlook Email allowing automatic tracking of all emails against the client, note taking, tasks and appointments from within the outlook client. What’s more you have familiar tools like MS Word and Excel integrated with Wealthcraft for a simple, seamless solution accessible from most devices.

Report Building And Financial Plan Generation

Build your own documents

DIY report design capability integrated with Microsoft Word allowing you access to your data in a familiar way.

Embed online imagery

Integrate 3rd party PDFs directly into your report, making it look like a unified document.

Set and forget

Automate saving and sending of reports on a schedule, allowing the delivery of scalable service.

Combine reports into one booklet

Consolidate multiple reports into a comprehensive financial plan and send directly to clients



Upgrade today!

Start the upgrade now. Ask our expert team about the ways Morningstar can transform your business.

Get in Touch