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Simplify Reporting With a Free Trial of Morningstar Direct

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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

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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.

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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.

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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.

See for yourself:

Pre-Built Template Report

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Morningstar Designed Custom Report

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Custom Designed Report

Get Started Today: