Morningstar Products and Services

Building experiences in pursuit of a better financial future


Morningstar® Advisor WorkstationSM

A platform supporting advisors with planning, client reporting, and generating investment proposals.


Morningstar® Annuity IntelligenceSM

A research tool to help simplify complex annuities, including coverage of fixed indexed and fixed annuity products.


Morningstar® ByAllAccounts®

A data account aggregation service to help track client holdings, dividends, and returns.


Morningstar Credit Ratings, LLC

Credit ratings and analysis that cover asset-backed securities, commercial and residential real estate securities, and corporate and financial institutions.


Morningstar® Data

Global equity, managed investments, and market data from all major global exchanges with flexible distribution options.


Morningstar® Data for Commodities

A suite of data management products for easier analysis of research and data in the commodities and energy sectors.


Morningstar DirectSM for Asset Management

A web-based institutional investment analysis platform built to help asset managers create, select, and market investments.


Morningstar DirectSM for Wealth Management

A web-based investment analysis platform for wealth managers to research investments and communicate between teams.


Morningstar® Enterprise Components

Configurable, ready-to-integrate enterprise software tools for research, portfolio analysis, and retirement plan management.


Morningstar® EssentialsTM

A toolkit for marketers to enhance their programs with industry-standard statistics and ratings recognized by investors and advisors worldwide.


Morningstar Fiduciary Services

A service that helps mitigate the risk and responsibility that comes with building retirement plan lineups.


Morningstar® Indexes

Indexes for benchmarking and building products, developed with our research and providing exposure across asset classes.


Morningstar® Managed PortfoliosSM

Mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.


Manager Selection Services

Helping firms select managers and analyze investments to help mitigate compliance risk.


Morningstar Premium

The investor source for timely analysis on stocks, funds, and markets, plus tools for portfolio management.


Morningstar OfficeSM Cloud

A web-based portfolio and practice management platform for independent financial advisors, with performance reporting and back-office services.


PitchBook

Research and data on companies, deals, funds, investors, and service providers across the entire private investment lifecycle.


Morningstar® Plan AdvantageSM

An online platform for advisors to onboard new retirement plans, access provider pricing, and offer investment lineups.


Morningstar Reporting Solutions

Create marketing materials, regulatory documents, and other custom reports using our tools or outsource the process to us.


Morningstar® Retirement ManagerSM

An online service offered by employers to help their employees save and invest in their workplace retirement accounts.


Morningstar® Total Rebalance Expert®

A tax-aware rebalancing service used to maximize tax savings for clients, aligning allocations on personal factors and market changes.

Advisory services are provided by subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide such services. Additional information about the entity providing each product or service can be found within each product’s page.