CrossCheck Reviews & Product Details

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.

A single, trusted place to sync data from your warehouse to the business apps you love. Census empowers everyone in your organization to take action with good data, no custom scripts or engineering favors required.

AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.

MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.