Morningstar Products and Investment Solutions

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.

Provide a professional retirement strategy for employees. Managed accounts deliver personalized advice on how much to save, which investments to choose, and when to retire.

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

Harness AI powered by Morningstar research and data. Personalize insights, streamline workflows, and enhance investment decisions.

Discover investment data and workflows to help financial firms manage risk and meet disclosure requirements.

Benchmark performance, create investment products, and develop custom index strategies.

Direct access to Morningstar’s industry-leading research, delivered the way you want it.

A collection of portfolio analytics and investment research APIs that can power world-class online experiences that drive meaningful client engagement.

A connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

Custom reporting and distribution solutions for every stage of your business.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.