Morningstar Direct 3.20

Organize investment operations and work with the most relevant data. Check the imported feeds and institutional research, compare analysis results, view third-party content, etc. Optimize productivity and manually or automatically handle financial info.

Morningstar Direct delivers investment vision. It’s a global investment analysis platform that unites all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. The software platform streamlines the process of finding meaning in financial information, then helps investment professionals communicate this information in customized reports and presentations with compelling data visualizations.

At institutions worldwide, Morningstar Direct lends essential insight to those who develop, select, and monitor investments. Within these diverse organizations, Morningstar Direct sits on the desktops of individuals working as portfolio managers, investment consultants, financial product managers, professors, and in other roles. These professionals value the instant access the platform provides for timely data on a wide range of investment types, as well as the rigorous research capabilities and reporting options they can tailor to their needs.