Morningstar data is now inside Marloo

For most advisers, fund research and their client management tools have always been two separate things. You do your research in one place, your client data lives in another, and somewhere in between you're switching tabs and trying to hold context across both — part of a bigger shift in how Marloo works for advisers.

That changes today.

Marloo now has direct access to Morningstar fund data. Ratings, performance data, and Model Portfolios, available inside Ask Marloo alongside everything else you already work with.

Why this matters

The value of fund research has never been in doubt. The friction has always been in accessing it at the right moment, in the right context, without breaking your flow.

Fund research that sits outside your workflow gets used inconsistently. It takes time to retrieve, and even more time to make it relevant to the specific client in front of you. Across a full client book, that adds up.

When that data lives inside Marloo, it becomes part of your process automatically, not something you consult separately.

What it unlocks

The real shift isn't just that you can access fund research. It's that you can combine it with everything else Marloo already knows.

Marloo holds your client records: their goals, risk profile, asset allocation, and financial position. It can hold your company's own research and investment preferences. The Morningstar integration adds a third layer, live fund data, that can be brought into the same question.

That means rather than looking up a fund, cross-referencing a client record, and doing the comparison manually, you can ask a single question and get an answer that draws on all three.

Some examples of what that looks like in practice:

• “Based on my approved fund list, which funds would be most suitable for [client] and why?”
• “Show me the annualised performance of the funds in [client]’s portfolio over 1, 3, 5 and 10 years, and how each stacks up against the [benchmark].”
• “What does Morningstar say about the charges and performance of the funds in [client]’s pension?”
• “Give me an overview of current sentiment in the UK equity landscape and help me draft a client email to [client] summarising this.”

These aren't questions you could have asked in the same place where your client information already lives.

What it has access to

• Research any fund in seconds. Performance, charges, top 10 holdings, benchmark comparisons.
• X-ray a whole portfolio. Full breakdown across asset allocation, sector, geography, style and risk.
• Screen the universe. Describe your criteria and get a matching list back.
• Shortlist from your own fund list. Upload your recommended list to the Marloo knowledge base and Marloo will match it against your client's profile, with rationale.
• Get it into your advice documents. Insert a performance table with the source and date attached, then save the research as a file note on the client record.

All without leaving Marloo, and without a separate login.

Getting started

The integration is available now for all Marloo Pro users across your firm, so everyone benefits from day one. If you want to see it in action, book a demo with us here.