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Morningstar Data+Analytics

Morningstar Direct

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

Morningstar Data+Analytics

Direct Advisory Suite

A powerful suite of capabilities designed to help financial advisors deliver great advice at scale.

Morningstar Data+Analytics

Morningstar Licensed Data

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

Morningstar Data+Analytics

Direct Web Services

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

Morningstar Data+Analytics

Essentials

A licensing package of Morningstar ratings and intellectual property built for asset managers’ marketing, sales distribution, and product teams.

Morningstar Data+Analytics

Licensed Research

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

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Morningstar Data+Analytics

Investing Center

Empower patrons’ investment knowledge. Morningstar’s investment research center can help library members grasp a broad range of investment opportunities.

Morningstar Retirement

Plan Advantage

Streamline your retirement plan business. Prospect and obtain pricing, manage plan lineups, and access detailed investment information all in one place.

Morningstar Retirement

Center for Retirement & Policy Studies

Informing decision makers with unbiased and actionable analysis to help improve the U.S. retirement system. The Center provides featured research, white papers, and more.

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