One source of truth. Infinite possibilities for investments.
The Morningstar Direct Platform connects our core investment applications to unified data, analytics, and research.
Teams can smoothly share insights between asset managers, wealth managers, and advisors to make decisions with the same trusted data.
Investment insights where, when, and how you need them
Create your solution
Tell us more about your business needs, and we’ll curate a bundle of applications to help you get the most out of the Morningstar Direct Platform.
Stack building blocks for your business needs
Investment research
Portfolio managers can spot trends, find opportunities, and make decisions based on independent data.
Investment proposals
Financial advisors can stay on top of breaking news, quickly answer client questions, and build portfolios that suit investor needs.
Compliance and business intelligence
Review advisor recommendations and update product shelves based on the most-proposed investments.
Marketing and sales
Monitor the competition and get the word out on valuable models and products.