Morningstar
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Morningstar Solutions
Discover ready-made solutions that bring related products, reviews, and resources together in one place.
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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.
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.
Morningstar Office SMCloud, the new web-based platform for modern advisors.
Morningstar ByAllAccounts gathers, transforms, and delivers financial account data.
Sustainalytics' Global Access is a comprehensive, web-based platform designed to streamline Environmental, Social, and Governance investing processes. It offers investors timely and extensive ESG research, supported by robust screening, reporting, and portfolio monitoring tools, all accessible through a user-friendly interface. Key Features and Functionality: - Research Access: Provides detailed company reports with both quantitative ESG data and qualitative analyses, enabling investors to assess corporate governance and sustainability performance effectively. - Screening and Reporting Tools: Allows users to create custom screens and reports based on specific ESG criteria, facilitating security selection and product creation aligned with investment guidelines. - Portfolio Management: Enables integration and management of customized portfolios, monitoring ESG performance, and receiving alerts on ESG-related incidents and controversies. - Corporate Engagement: Offers real-time updates on corporate engagements, including meeting minutes and transcripts, to proactively address ESG issues within portfolio companies. - Regulatory Reporting: Includes EU Taxonomy-alignment assessments, providing intuitive issuer-level reporting and insights into companies' involvement in taxonomy-eligible activities. Primary Value and User Solutions: Global Access empowers investors by centralizing critical ESG information, enhancing the efficiency and effectiveness of ESG integration into investment processes. It addresses the need for comprehensive, up-to-date ESG data and tools, enabling users to make informed decisions, manage risks, and meet regulatory requirements seamlessly.
Morningstar Reviews
Gelencser T.
Efficient Customer Data Management with Great ROI Insights
Verified User
Data-Driven Powerhouse with Clunky Software
Paolo B.
Robust Platform with Flexible Commission Structure and Fast Reporting
About
What is Morningstar?
Turn insights into investments with Morningstar Direct. Direct empowers financial professionals at every stage of portfolio creation, from early analytics and market research to competitive analysis, monitoring, and reporting that demonstrates value. Portfolio Management tools like Morningstar Direct help you build, edit, and analyze portfolios quickly through an intuitive interface. Portfolio construction capabilities allow you to transform complex investment information into clear, custom‑branded reports, comparisons, and presentations. For Due Diligence, the Performance Reporting module streamlines evaluation with automated workflows and easy‑to‑read outputs that show how investments stack up and which are best in class. Data and Research tools put Morningstar’s proprietary datasets, forward‑looking research, and global market transparency at your fingertips so you can fuel smarter investment decisions. And more: from asset allocation and investment selection to advanced analytics and pre‑built datasets, Direct combines everything that makes Morningstar special—data, research, ratings, design, and a mission to empower long‑term investor success.