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Access Morningstar's full suite of research reports, fact sheets, sector wraps, ESG reports and carbon reports for funds, shares and ETFs — with the latest data updated and displayed, and direct links to PDSs and Target Market Determinations.
Filter and sort within your selected investment universe based on qualitative ratings, index participation, price movements, MOAT ratings, ESG scores and more — helping you find the right investment for every client, quickly and efficiently.
Compare multiple investments side by side in one view. An extensive set of Morningstar data and research is integrated, making it easy to assess and validate your recommendations in a single, configurable view.
Compare two portfolios side by side to support your Best Interest Duty obligations. Asset allocation, underlying holdings, fees, exposures and style are all illustrated in an easy-to-read format — integrated directly with Portfolio x-ray and watchlists.
Aggregated portfolio analysis with full look-through leveraging Morningstar's complete portfolio holdings data. Combine shares, funds and ETFs, connect to client accounts for an instant overview, and include a Portfolio Sustainability Score.
Automatically generate a client-facing research pack of all investments in a watchlist — perfect for including in a Statement of Advice or as supporting material. Links to PDS and other Disclosure and Regulatory documents. ESG reporting all included.
Align client preferences with investment recommendations using Morningstar’s fund and portfolio ESG data, ESG risk ratings, carbon metrics, portfolio involvement and ESG commitment assessments.
Stay on top of your Design & Distribution Obligations with access to Target Market Determinations from product providers, and manage ongoing fee disclosure obligations with Morningstar's service fee disclosure module.
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