Stay Connected to the Morningstar Data, Analytics, and Reports.

Direct Advisory Suite helps Morningstar Office users build an investment ecosystem tailored to each client’s needs. Screen and compare investments across categories, analyze portfolios side-by-side with interactive tools, and generate FINRA-reviewed reports like Morningstar X-ray and Stock Intersection.

Enhance client recommendations with Morningstar’s analyst research, a streamlined investment planning workflow, and client-facing comparison reports. Transform client relationships and drive business growth with Direct Advisory Suite.

Available Monday through Friday 9 a.m. to 5 p.m. CST