Morningstar Direct
Comprehensive platform for asset and wealth managers to support portfolio management and market research.
Overview
Morningstar Direct is a comprehensive application designed to help asset and wealth managers build assets and manage portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies.
The platform provides seamless access to Morningstar data, centralizing critical tasks for portfolio managers, product developers, marketers, analysts, and researchers. It allows users to combine proprietary data with Morningstar's methodologies to create customized analytics and results.
Morningstar Direct supports a wide range of use cases including research and analysis, product creation, portfolio management, and investment reporting, enabling users to curate model portfolios, custom benchmarks, and streamline reporting with compliance-approved templates.
Key Features
- + Access to extensive Morningstar datasets and research
- + Customizable analytics combining proprietary and Morningstar data
- + Portfolio creation, analysis, and management tools
- + Model portfolio and custom benchmark libraries
- + Investment reporting with compliance-approved templates
- + Support for product creation and strategy analysis
- + AI research assistant for data discovery and delivery
- + Flexible data delivery formats including feeds, reports, and raw code