We deliver our investment analysis platforms through the cloud, so that your data is secure, your research is fresh, and your tools are up to date—every time you log in.
What You Need to Make Informed Decisions
Research, data and analytics are at the core of what you do—they’re the drivers of every part of our platform.
Capture the insights of more than 200 independent analysts around the world to broaden your network of investment options.
Gain access to high-quality market data from nearly every investment universe, delivered alongside your own.
Put data to work with data insights that only Morningstar delivers to find new managers, spot new trends, or build better products.
Connect Your Team and Collaborate
Connected teams communicate better, focus more, and ultimately thrive. We provide the tools to share information so that everyone has what they need when they need it.
Keep Up the Conversation With Clients
Create branded reports to show clients where they stand in relation to their financial goals. And you can build on that dialogue by sharing interesting insights with them in the moment.
Tools of the Trade
Distill the data and research to draw out the insights you need to be effective.
Go beyond standard risk models to find an investment’s true sources of risk, using a variety of factors including six exclusive to our platform.
See how you’re doing compared to your peers and the overall market by digging in to the factors that impact fund flows.
Equip sales teams and advisors with timely materials, using your own brand details, so investors get a clear message about their investments.
The latest insights from our analysts, curated by a human and delivered based on the topics you follow.
Custom Data Integrations
Integrate the data that’s important to your firm and we'll bring it in alongside our market data to support your decision-making process.
Client Web Portal
Keep your clients and teams in the loop 24/7, sharing new insights and snapshot reports.
More Tools Built for How You Work
Back Office Services
Flow Factors and Predictive Analytics
Microsoft Excel® Add-In
Model Portfolio Construction
Performance and Risk Assessment
Real-Time Notes and Alerts
Third Party Integrations
Total Portfolio Attribution
Security in the Cloud
We take data security seriously. Your peace of mind is important to us. Our investment analysis platforms are designed to meet rigorous data privacy and security standards based on industry best practices.