Morningstar® Report Portal

Efficient, global, custom report distribution

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See It In Action

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

Customize

Ensure collateral aligns with your brand and compliance standards.

Scale

Publish up-to-date reports with the push of a button, making them accessible to groups anywhere.

Discover

Review report analytics and benchmarks to inform your marketing strategy, then drill deeper with Investor Pulse.

React

Quickly swap in different investments or categories into a report to address questions in real-time.

Optimize

Spend more time on high-value activities rather than individual report requests.

Integrate

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.

How You Can Get It

Wealth Management

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Asset Management

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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.

Ready to See for Yourself?

Morningstar Report Portal is part of the Morningstar Cloud.