Explore

Integrations for Direct Advisory Suite

Connect seamlessly with leading custodian and financial planning tools to streamline client and portfolio management, offer insights, enhance data integration, and provide world-class research and reporting. Feel empowered to save time, work smarter, and deliver an exceptional client service.

An illustration showing a Direct Advisory Suite interface surrounded by decorative icons.

AI-Powered Intelligent Import

Conveniently upload client statements from images or PDFs—our powerful Intelligence Engine then utilizes AI to extract portfolio holdings and market values, instantly generating the completed portfolio for new or existing clients.

An illustration showing an intelligent import interface in Direct Advisory Suite.

Automated Batch Imports

Improve advisor workflows with scheduled nightly client and portfolio updates, ensuring that the latest information is available for analysis and reporting at the start of the next workday.

Leverage automated data transfers to synchronize client information across platforms including Albridge, Schwab, and Morningstar Direct.

An illustration showing a client interface with information including investment data, holdings, research, and portfolios in Direct Advisory Suite.

Integrated Data

Provide consistent, accurate financial analysis and make better decisions with real-time client portfolio data—all the while minimizing manual efforts, errors, and compliance risks.

Easily import client, portfolio, and holdings data from platforms like eMoney, MoneyGuidePro, Schwab, and Pershing.

An illustration showing a home interface in Direct Advisory Suite.

Broad Coverage and Insights

Offer comprehensive recommendations by accessing expanded investment data sets and universes.

Explore new opportunities, analyze diverse portfolios, and stay ahead of market trends with integrations like iCapital.

An illustration showing information that can be accessed with Direct Advisory Suite including alternative, ETFs, and entities.

Impactful Portfolio and Research Reports

Share personalized investment proposals featuring in-depth analysis to create informed client conversations.

Retrieve detailed security and portfolio-level Morningstar reports—such as Portfolio Snapshot, Portfolio X-Ray, Stock Intersection, and Investment Detail—directly from wherever you are.

An illustration showing a portfolio snapshot interface in Direct Advisory Suite.

Related Features

Direct Advisory Suite is a connected toolkit spanning proposal creation, investment research, investment planning, and more.

Regulation and Compliance Tools

Key compliance steps are woven into investment planning, proposal generation, and client reporting workflows to ensure great, compliant advice.

Risk Profiling and Risk Scoring Tools

Match a client risk profile with recommendations to show the suitability of different investments for each investor.

Let’s collaborate

Connect with a Morningstar professional