What is Morningstar DirectSM?
Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.
Harness the power to create.
Dynamic charts, visualizations, and fully custom reports you can produce in minutes.
A simple way to produce professional, client-ready reports
Rich content with drag-and-drop charts, tables, and graphs
Create, Select, and Market Investments
Build and manage investments.
Product Development ›
Create client portfolios.
Portfolio Construction ›
Connect with investors.
Marketing and Sales ›
We can create custom projects or reports as needed… our clients love the institutional quality of the Morningstar Direct output.
Sean M. Waters
Managing Director, Co-Founder
Cook Street Consulting, Inc.
Greenwood Village, Colorado
Morningstar Direct is a true one-stop shop that provides us with all the data we need in a single source, eliminating the need for other data providers and bringing us a significant cost savings.
Portfolio Manager, Fund Solutions
Johannesburg, South Africa
Read Craig's Full Story
We trust the opinions of Morningstar’s stock and mutual fund analysts to help us understand what our clients already own without having to have a team of 15 of us on staff to do that job.
Capital Advisors, Inc.
Read Keith's Full Story
Using is Believing.
Experience the full power of Morningstar Direct for yourself. Get your free trial and learn more about how we can help improve your workflows.