Morningstar Products and Services

Building experiences in pursuit of a better financial future

Morningstar Products and Services

Personal Solutions

We help individuals make better investment decisions on their own with objective, independent data and analysis.


Morningstar Premium

The investor source for timely analysis on stocks, funds, and markets, plus tools for portfolio management.

 
Morningstar Premium

Morningstar Investor Newsletters

Robust investment strategies and in-depth analysis on stocks, mutual funds and exchange-traded funds delivered in a digital or print newsletter format.

 

Strategic Solutions

Our collaborative investment management solutions help individuals and professionals reach their goals and invest for the long term.


Morningstar® Indexes

Indexes for benchmarking and building products, developed with our research and providing exposure across asset classes.

Morningstar Indexes

Morningstar® Managed PortfoliosSM

Mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.

 
Morningstar Managed Portfolios

Morningstar® Retirement ManagerSM

An online service offered by employers to help their employees save and invest in their workplace retirement accounts.

Morningstar Retirement Manager

Morningstar Fiduciary Services

A service that helps mitigate the risk and responsibility that comes with building retirement plan lineups.


Morningstar® Plan AdvantageSM

An online platform for advisors to onboard new retirement plans, access provider pricing, and offer investment lineups.


Professional Solutions

Our data, research, and technologies give professionals the confidence to make decisions––for their employees, institutions, and clients.


DBRS Morningstar®

A global credit ratings agency providing independent rating services and opinions for corporate and sovereign entities, financial institutions and structured finance instruments.

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DBRS Morningstar

Morningstar DirectSM

Optimize the investment process by applying our multi-asset data to advanced portfolio analytics and performance reporting.

 

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Morningstar Direct

PitchBook

PitchBook provides data and analysis on the private and public markets—including companies, investors, funds, investments, exits and people—to help global business professionals discover and execute opportunities with confidence. Our information and insights are available through our suite of award-winning products (the PitchBook Platform), industry news and in-depth reports.

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PitchBook

Sustainalytics, a Morningstar company

A global leader in security-level ESG research and ratings that supports institutional asset managers and owners around the world with the development and implementation of sustainable investment strategies.

 
Sustainalytics, a Morningstar company

Morningstar® Advisor WorkstationSM

A platform supporting advisors with planning, client reporting, and generating investment proposals.

 
Morningstar Advisor Workstation

Morningstar® Data

Global equity, managed investments, and market data from all major global exchanges with flexible distribution options.

Morningstar Data

ESG Investing Solutions

Access ESG across the investment spectrum with a single market standard for assessing ESG risks and opportunities across asset classes at the security, company, and fund level.

ESG Investing Solutions

Financial Planning Solutions

Web-based financial planning tools for advisors. Available in Australia, Canada (English/Français), the United Kingdom, and the United States.

Financial Planning Solutions

Morningstar OfficeSM Cloud

A web-based portfolio and practice management platform for independent financial advisors, with performance reporting and back-office services.

 
Morningstar Office Cloud

Morningstar Research

Independent, comprehensive evaluations on equities, funds, and managed investment products.

Morningstar Research

Morningstar® Annuity IntelligenceSM

A research tool to help simplify complex annuities, including coverage of fixed indexed and fixed annuity products.


Morningstar® ByAllAccounts®

A data account aggregation service to help track client holdings, dividends, and returns.


Morningstar Commodities and Energy

A suite of data management products for easier analysis of research and data in the commodities and energy sectors.

 

Morningstar® Enterprise Components

Configurable, ready-to-integrate enterprise software tools for research, portfolio analysis, and retirement plan management.

 

Morningstar® EssentialsTM

A toolkit for marketers to enhance their programs with industry-standard statistics and ratings recognized by investors and advisors worldwide.

 

Goal Bridge

Connect goal-setting with investment plans and strengthen client relationships.


Morningstar Investment Research Center

Comprehensive resources to help members of your library community research and grasp investment opportunities.


Morningstar Reporting Solutions

Create marketing materials, regulatory documents, and other custom reports using our tools or outsource the process to us.


Manager Selection Services

Helping firms select managers and analyze investments to help mitigate compliance risk.


Morningstar® Total Rebalance Expert®

A tax-aware rebalancing service used to maximize tax savings for clients, aligning allocations on personal factors and market changes.

Advisory services are provided by subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide such services. Additional information about the entity providing each product or service can be found within each product’s page.