Skip to Content

Morningstar Client Success Stories Library

Showing 17-32 of 34

Direct Advisory Suite (formerly Advisor Workstation)

First Command Pros Assist Military Families with Advisor Workstation

Fiduciary Services

20 Years of Building Better Lineups With Portfolio Blueprint

Morningstar Direct 6 min

How Alexforbes Tells a Compelling Investment Story with Direct

Morningstar Direct

How Handelsbanken Fonder AB Scales Data with Analytics Lab

Morningstar Direct

NEI Investments Sees Continued Success Using Direct Customization and Top-Quality Data

Morningstar Direct

How CG Wealth Management Builds Advisor Trust with Morningstar Tech and Data

Morningstar Direct 6 min

How Canada’s Top Investment Firm Uses Data To Drive Growth and a Better Client Experience

Direct Advisory Suite (formerly Advisor Workstation) 4 min

United Advisors America Wins Clients With Advisor Workstation

Direct Advisory Suite (formerly Advisor Workstation) 3 min

Manulife Wealth Simplifies Due Diligence

Morningstar Direct 3 min

How Envestnet Conducts Due Diligence with Direct

Sustainalytics 5 min

SEB Streamlines Its ESG Data to Spearhead Sustainability

ByAllAccounts

How Asset Vantage Grows Wealth Across Generations

ByAllAccounts 5 min

ByAllAccounts Helps a Financial Planner Empower Client Success

Sustainalytics 4 min

ABN AMRO Strengthens its Position as Sustainability Front Runners

Morningstar Direct 7 min

How Alpian Leverages the Quality Data and Customer Support of Morningstar Direct

Morningstar Direct 2 min

How Envestnet PMC Powers Manager Research With Morningstar Direct

Let's Collaborate

Connect With a Morningstar Professional