Morningstar Reporting Solutions

The flexibility to meet your firm’s unique reporting needs—with enhanced quality and greater efficiency.

Reporting support where
you need it.

You can use our tools to build report templates and to generate and distribute documents. Or you can outsource any part of the process to Morningstar. Regardless of the solution, our support team is equipped with regional expertise and ready to help.

Learn More about Report Portal

Reporting support where you need it.

You can use our tools to build templates and generate marketing materials, regulatory documents, or other custom reports. Or you can outsource the process to Morningstar. Regardless of the solution, our support team is equipped with regional expertise and ready to help.

Consistent, timely data
across reports.

Help investors and advisors get the information they need to evaluate investment decisions. We can build reports for any investment type, in any language. You can leverage Morningstar’s data, integrate your own, or use a combination.

Consistent, timely data across reports.

Help investors and advisors get the information they need to evaluate investment decisions. We can build reports for any investment type, in any language. You can leverage Morningstar’s data, integrate your own, or use a combination.

Fund fact sheet production design that elevates your information.

Deliver expertly designed fact sheets, regulatory documents, or other reports with ease. Our graphs and charts demystify raw investment data, while our layouts make information accessible. Create custom reports that reflect your brand or choose from our pre-designed templates.

Take a Look at Our Reporting Solutions

View examples of possible report layouts and design options.

Ready to Discuss Your Firm’s Reporting Needs?