Morningstar Products and Investment Solutions

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

Leverage a robust beta platform that represents global, developed, and emerging markets for making asset allocation decisions, benchmarking investment performance, and more.

Independent, forward-looking credit ratings and other opinions assessing issuer and debt creditworthiness.

The Morningstar Managed Portfolio Database, enabling advisers to freely research managed portfolios across the only whole of market independent database, using Morningstar Proprietary metrics alongside standardised Operational data. This page provides advisers with access to the database screener, as well as information on how the data is collected.

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

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

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

Integrate ESG, sustainability, and climate intelligence into investment workflows. Gain insights to assess risks, impacts, and opportunities.

Morningstar Wealth Platform takes care of the heavy lifting of administering investments on behalf of your clients. Our award winning service means you can focus on providing great service to your clients.

The Executive Assistant to your business. Wealthcraft can help you provide a market-leading service to your clients, grow your client base and improve the efficiency of your business.

Morningstar Wealth Platform takes care of the heavy lifting of administering investments on behalf of your clients. Our award winning service means you can focus on providing great service to your clients.

Monitor changes and trends across CMBS deals, easily find CRE opportunities, access comprehensive CMBS data, and organise all reports and deal documentation in one platform.