Morningstar Products and Services
Building experiences in pursuit of a better financial future
A platform supporting advisors with planning, client reporting, and generating investment proposals.
A research tool to help simplify complex annuities, including coverage of fixed indexed and fixed annuity products.
A data account aggregation service to help track client holdings, dividends, and returns.
A suite of data management products for easier analysis of research and data in the commodities and energy sectors.
Global equity, managed investments, and market data from all major global exchanges with flexible distribution options.
A global credit ratings agency providing independent rating services and opinions for corporate and sovereign entities, financial institutions and structured finance instruments.
A web-based institutional investment analysis platform built to help asset managers create, select, and market investments.
A web-based investment analysis platform for wealth managers to research investments and communicate between teams.
Configurable, ready-to-integrate enterprise software tools for research, portfolio analysis, and retirement plan management.
A toolkit for marketers to enhance their programs with industry-standard statistics and ratings recognized by investors and advisors worldwide.
A service that helps mitigate the risk and responsibility that comes with building retirement plan lineups.
Financial Planning Solutions
Web-based financial planning tools for advisors. Available in Australia, Canada (English/Français), the United Kingdom, and the United States.
Indexes for benchmarking and building products, developed with our research and providing exposure across asset classes.
Comprehensive resources to help members of your library community research and grasp investment opportunities.
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.
Mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.
Helping firms select managers and analyze investments to help mitigate compliance risk.
A web-based portfolio and practice management platform for independent financial advisors, with performance reporting and back-office services.
Research and data on companies, deals, funds, investors, and service providers across the entire private investment lifecycle.
An online platform for advisors to onboard new retirement plans, access provider pricing, and offer investment lineups.
The investor source for timely analysis on stocks, funds, and markets, plus tools for portfolio management.
Create marketing materials, regulatory documents, and other custom reports using our tools or outsource the process to us.
Independent, comprehensive evaluations on equities, funds, and managed investment products.
An online service offered by employers to help their employees save and invest in their workplace retirement accounts.
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.