Morningstar Products and Investment Solutions

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 standardized Operational data. This page provides advisers with access to the database screener, as well as information on how the data is collected.

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.

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

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

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

Respond to regulatory initiatives, implement net-zero strategies, and increase transparency by integrating climate research into the investment decision-making processes.

Essential news and investing strategies from the worlds of stocks, funds, ETFs, and dividends. Access actionable recommendations, exclusive tools, and editor commentary.

Understand a municipality’s long-term ESG risk exposure using quantitative aggregated information and seize ESG opportunities of U.S. municipal bond issuers.

Reduce risk and create efficiency with automated delivery of Morningstar DBRS’ global ratings data into your company’s database with real-time, daily, or monthly updates.

Gain timely market insights and assess the credit risk of corporate and sovereign entities, financial institutions, and project and structured finance transactions globally.

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