Morningstar Direct Features

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Provides document annotation and note taking capabilities.

Contains collaborative functionality that allows permissioned users to share documents and insights.

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Contains a client portal for clients to access their

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Any online gateway where investors can log in to view investments

Information, data and reports that are being tracked over time

Compile and report on all investor activities

Interact with data visualization elements, such as charts and graphs, to drill down into data

Visualize and measure the performance of portfolios

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Tracking and logging the performance, risks, gains and losses of investments

Create, design and manage workflows for repetitive tasks

Connects to external systems and applications as needed to complete team workflows.

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Form predictions based on past and present data/trends

Set up connections to third-party platforms to improve business processes

Organize and group data or items based on various criteria

Create budgets based on historical data and future projections

Ability to break down and plan multi-step processes

Use AI to generate content in the form of text, images, videos, etc.

Alter the layout and content of reports

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and assess the performance of investments

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Used by financial advisors and money managers

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Compare key metrics for the business against prominent players in the industry

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor capital allocation and asset prices over time

Manage and handle various international currencies

Monitor and track stocks across portfolios and watch lists,

View and track activity related to an individual, transaction, etc.

Provides varying estimates based on different scenarios