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Morningstar Direct of Wealth Management connects our independent data, research and proprietary analytics with holding-based portfolio analysis tools to research investments and deliver bespoke investment advice.

What You Need to Make Informed Decisions

Comprehensive Data

Access data from nearly every investment universe—and integrate it with your own.

Investment Research

Dig into curated research from one of the largest independent analyst teams in the world.

Tools for Analysis

Set asset allocation policies, construct models and assess portfolio risk to deliver advice that meets client needs.

See What’s Inside 

Global Risk Model

Evaluate portfolio risk and forecast how your portfolios will perform during extreme market events with scenarios built by our award-winning analysts.

Presentation Studio

Share your brand and tell your advice story with custom, branded reports.

Investment Scorecards

Set your own criteria for searching and evaluating investments on firm-approved lists.

Asset Allocation

Set asset allocation policies, construct models and assess portfolio risk to deliver advice that meets client needs.

Market Monitoring

See how market changes affect your client accounts with a detailed view into what makes the global economy tick.

Custom Data Integrations

Leverage your clients’ accounts, custom data and Morningstar's data and portfolio analytics to conduct holistic analysis.

Ready to See for Yourself?

Try Morningstar Direct for Wealth Management to bring your investment strategies to life.