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Contact Head Office

Global Headquarters

22 West Washington Street
Chicago, IL 60602
United States
+1 312 696-6000

Canada

1 Toronto Street, Suite 500
Toronto, ON
M5C 2W4 Canada
Tel: 416-800-1181
Toll Free: 1-800-601-1762

Australia

100 Barangaroo Avenue Tower One,
International Towers
Barangaroo Sydney, NSW
Australia 2000
Tel: 61-2-8668-9270

Contact Regional Offices

Australia

61-2-8668-9270
planplussales@morningstar.com

North America, Corporate

Stefan Tzineurakis
+1 705-324-8001 x312
planplussales@morningstar.com

UK and Republic of Ireland

Brod Whiting
+44 (0) 7445 237006
brod.whiting@morningstar.com

Wiesbaden, Germany

FCM Finanz Service GmbH
+49 (0) 611 204 99 86
office@fcm-service.de
Infowebinare

Johannesburg, South Africa

Institute of Behavioural Finance
+27 082 881 6159
info@ibfsa.co.za

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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