Morningstar Products and Services
Building experiences in pursuit of a better financial future
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 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® Managed PortfoliosSM
Mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.
Morningstar® Retirement ManagerSM
An online service offered by employers to help their employees save and invest in their workplace retirement accounts.
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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Morningstar DirectSM
Optimize the investment process by applying our multi-asset data to advanced portfolio analytics and performance reporting.
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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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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.
Morningstar® Advisor WorkstationSM
A platform supporting advisors with planning, client reporting, and generating investment proposals.
Morningstar® Data
Global equity, managed investments, and market data from all major global exchanges with flexible distribution options.
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.
Financial Planning Solutions
Web-based financial planning tools for advisors. Available in Australia, Canada (English/Français), the United Kingdom, and the United States.
Morningstar OfficeSM Cloud
A web-based portfolio and practice management platform for independent financial advisors, with performance reporting and back-office services.
Morningstar Research
Independent, comprehensive evaluations on equities, funds, and managed investment products.
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.