Morningstar Products and Investment Solutions

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

High-quality investor financial account aggregation and advisor book-of-business data to equip advisors with valuable insights for actionable financial advice and reporting.

Leverage a comprehensive set of ESG research solutions to comply with SFDR requirements. Our solutions enable investors to identify and manage ESG risks and potential impacts.

Simplify the complexity of annuities and determine the right fit for your clients. Our annuity comparison tool provides business intelligence that sets you apart.

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

Custom reporting and distribution solutions for every stage of your business.

A collection of portfolio analytics and investment research APIs that can power world-class online experiences that drive meaningful client engagement.

Discover investment data and workflows to help financial firms manage risk and meet disclosure requirements.

Direct access to Morningstar’s industry-leading research, delivered the way you want it.

Take your advisory services to the next level. Attract new clients, create plan-specific investment portfolios, and connect with a wide range of recordkeepers.

Modernize your target-date offerings. A personalized retirement strategy combined with the simplicity of a target-date fund.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.