Scalable marketing
Create assets from internal-facing company reports to external client meetings and even external-facing channels such as landing pages.
Morningstar Direct Reporting and Distribution Solutions
Tailored tools to fit your reporting needs. Build and schedule reports with Presentation Studio or allow your team to generate reports anytime via Report Portal. Fully outsource the work to us with Publishing System or get unlimited use of our ratings via Essentials for a simpler solution.
Streamline your workflow. Build your brand. Grow your business.
Direct reporting and distribution solutions use cases​
Our reporting solutions help you tell your investment stories at every phase of a product’s lifecycle.
Compelling websites
Deliver unique, digital marketing strategies with exclusive data and ratings.
Quality factsheets
Produce detailed factsheets that provide the flexibility to outsource the process, or handle parts yourself.
Regulatory documents
Complete regulatory reporting obligations with our comprehensive solutions to calculate, produce, and distribute documents to the market.
Powerful communications
Improve client relationships by securely delivering marketing communications to sales teams.
Direct reporting and distribution solutions features
Reporting is as time-consuming as it is essential. That’s why our solutions are designed to save you time and fit your reporting needs as you grow.
Core Morningstar ratings and visualizations
Used together, ratings and visualizations can reveal what makes your offerings special. From pairing views of historical successes with future predictions to promoting fund strengths, you can highlight your strengths and boost your visibility.
