Give us a little information about yourself, and we’ll be in touch.
Sign up for a free trial of Morningstar DirectSM
for Wealth Management
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.
