Transform your investment analysis with Morningstar Direct SMfor Wealth Management.
No limit to your research potential.
Set up alerts, notes, and content subscriptions to document your due diligence and share relevant content across teams. Close the gap between your approved list and what you have time to cover with research and ratings from independent analysts.
Set up preferences for the investments and managers you care about the most, so you know first when there’s a change or new research is available.
Avoid blind spots with better data.
With so much powerful data, you need a good way to break it down. Screen investments using data on hundreds of thousands of managed products globally. Send and receive notifications on relevant updates, including immediate alerts on which client accounts are impacted by product changes.
Custom Data Integrations
Bring in your client accounts, custom data, plus the data and powerful portfolio analytics we offer to conduct manager research and client account analysis seamlessly.
Keep your investing strategy on course.
Using the same data, our risk model can help you forecast a fund’s hidden pitfalls by testing them against exposure factors. You can quickly address clients' concerns by running investments through different scenarios to make sure your recommendations are aligned to client goals.
Go beyond standard models to find an investment’s true sources of risk using a variety factors, six of which come from the forward-looking analysis of our research team.
Build Competitive Portfolios.
Look across your clients' accounts and use our powerful analytics to evaluate your clients' portfolios. Quickly see how changes to the portfolio impact key statistics.
Deliver custom proposals and reports internally and to your clients, branded with your company's logo and design elements.
More Tools Built for Wealth Management
Set criteria, defined by you, to search and evaluate investments on your firm-approved lists.
See how market changes affect your investments with a detailed view into what’s making the global economy tick.
Upgrade to Our Advanced Features
Due Diligence Scorecards
Serve your clients’ best interests with an objective and transparent scoring framework that is more predictive than past performance and covers 98% of the fund universe.
Engage with our manager research analysts to learn what’s behind a rating and get details from their evaluations.
Ready to See for Yourself?
Try Morningstar Direct for Wealth Management to maximize your time.
Look at investments from all angles using your access to unique data points only Morningstar can provide like active share and environmental, social, and governance factors. You can keep your investment options in tune with your clients’ changing preferences.
What Are the Effects of Fund Manager Changes?
How does the typical fund fare after a management change, and how do investors react? Read more about the behavior gap our research uncovered, available in Morningstar Direct for Wealth Management.