Reduce firm risk, deliver time-savings to the home office, and empower your distribution team to address questions on-the-fly through dynamic, compliance-approved custom report templates built in Presentation Studio.
How It Works
Ensure collateral aligns with your brand and compliance standards.
Publish up-to-date reports with the push of a button, making them accessible to groups anywhere.
Review report analytics and benchmarks to inform your marketing strategy, then drill deeper with Investor Pulse.
Quickly swap in different investments or categories into a report to address questions in real-time.
Spend more time on high-value activities rather than individual report requests.
Sync up with any customer relationship management system.
Webinar: Custom Reporting at Scale
Learn how you can frame your performance against the market at scale with Morningstar DirectSM Report Portal in this webinar recording.
Morningstar® Report Portal can be purchased as an add-on to your Morningstar DirectSM subscription or as a component that integrates with your client relationship management system. Home office teams develop report templates in Presentation Studio within Morningstar DirectSM and then distribute the reports through Morningstar® Report Portal. Advisors and distribution teams can access these approved reports anytime, anywhere without having a Morningstar DirectSM license.
Thanks for your interest in Morningstar Direct Report Portal. Give us a little information about yourself, and we'll get you a login to start a free trial. We're looking forward to learning more about how we can help you build a stronger practice.