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Whether you create reports yourself or hand them off to us, Morningstar Direct Reporting Solutions let you tell vivid investment stories for every phase of a product‘s life cycle, from product creation and internal recommendations to client sales and end-investor reporting.
Reporting Solutions Built for Your Needs
Create and Distribute
Morningstar Direct Presentation Studio harnesses our data and analytics to create clear, compliance-approved, custom-branded reports. And a paid distribution license lets you send reports far and wide, internally or externally.
Run Reports On Demand
Morningstar Direct Report Portal provides decentralized access to a set of branded report templates, created by you, that teams in the field can run whenever and wherever they need through a web-based platform.
Outsource Everything to Us
Morningstar Publishing System hands everything to us. You get best-in-class, completely custom factsheets and data-driven marketing documents or regulatory reports, run on your schedule and published globally.
Our solutions are designed to help you keep investors informed and satisfy regulatory needs.
Pre-Built Template Report
Morningstar Designed Custom Report
Custom Designed Report
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