The Morningstar Direct Platform sits at the intersection of investment product creation, distribution, and proposals.

Investment insights where, when, and how you need them

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Consistent Data Everywhere

No more data silos. Our applications now draw from a unified data source. That means everyone can work from the same information, backed by the same methodology and upkeep.

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Smooth Collaboration Across Teams

Teams risk missing insights and losing time if they use disjointed tools. The Direct Platform lets you integrate product creation, distribution, and proposals into one process that eliminates busywork.

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AI-Enhanced Productivity

Meet your new personal assistant. Artificial intelligence makes it easy to find information without straining your systems. Screen for investments and master new features faster than ever.

Create your solution

Tell us more about your business needs, and we’ll curate a bundle of applications to help you get the most out of the Morningstar Direct Platform.

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Stack building blocks for your business needs

Investment Proposals

Financial advisors can stay on top of breaking news, quickly answer client questions, and build portfolios that suit investor needs.

Let’s build something together

Talk to sales about your solution