Related Features
Learn about other features of Direct Advisory Suite.
Private Market Data and Investment Workflows
Uncover the true value of private investments and make confident client recommendations.
Data and analytics bring clarity to private investments, and Direct Advisory Suite helps advisors see the possibilities. Enhance portfolio analysis, create proposals, and deliver comprehensive service.
Integrated Portfolio Analysis
Create portfolios, proposals, and reports that include public and private investments. Visualize risk impacts, show the percentage of private investments, and create AI-assisted talking points.
Risk Scoring for Mixed Portfolios
Capture client preferences on non-liquid investments and align portfolio recommendations to their risk tolerance.
The Morningstar Portfolio Risk Score now accounts for private capital funds. Advisors can easily visualize the breakdown of risk from volatility and liquidity.
Public and Private Investment Comparison
Advisors can screen, evaluate, and compare private assets. New filters identify interval and tender offer funds in the closed-end fund universe.
Insights on Industry Trends
Private-market investment vehicles can be some of the most complex in the industry.
Direct Advisory Suite lets advisors easily find relevant Morningstar articles on alternatives. Tap into a central hub for ongoing education and client conversations.
