Morningstar Publishing System

Cut down publishing management from months to days

Already a user? Sign in now.

See It In Action

Use our end-to-end document management service to centralize and securely deliver quality factsheets, regulatory documents, and marketing communications. Outsource report production completely or integrate Morningstar Publishing System into your current report generation process for greater efficiency.

How It Works

Promote your brand icon

Promote your brand

Access robust report templates tailored to your clients’ exact data and design specifications.

Enhance your digital footprint icon

Enhance your digital footprint

Connect with your audience by displaying reports directly on your website.

Scale the reporting process icon

Scale the reporting process

Reduce your document production process from a month to 4-14 days.

Integrate Morningstar data icon

Integrate Morningstar data

Leverage Morningstar’s investor-trusted database of global investments to eliminate time-consuming and manual data collection and transformation activities.

Built-in compliance checks icon

Built-in compliance checks

Integrate compliance into your reporting process with a review and sign-off process, automated audit trailer, and archived final reports.

The Premier Partner for
Regulatory Success

Evolving regulations are requiring investment managers to produce complex PRIIPs Key Information Documents (KIDs) for their clients. Confidently respond to this policy by partnering with Morningstar, an expert in the calculation, production and dissemination of regulatory documents.

The Premiere Partner for Regulatory Success

Evolving regulations are requiring investment managers to produce complex PRIIPs Key Information Documents (KIDs) for their clients. Confidently respond to this policy by partnering with Morningstar, an expert in the calculation, production and dissemination of regulatory documents.

image of PRIIPs production

Ready to See for Yourself?