by

Morningstar Direct

We're sorry but Morningstar Direct Cloud doesn't work properly without JavaScript enabled. Please enable it to continue. Login Morningstar - Independent Investment.

  1. Morningstar Direct Academy Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.
  2. Morningstar Direct provides one, consolidated place for the entering, tracking, and reporting for your custom strategies. Use Morningstar’s unparalleled data as your single source of truth and garner aggregated analytics on your portfolios – and then seamlessly create custom branded reports.
  3. Morningstar also has a partnership with ByAllAccounts to assist with client data integration. Peer Group Returns-Based Analysis (Performance Reporting) 1. To begin analyzing your clients’ accounts, there are many tools in Morningstar Direct that are used in addition to Portfolio Analysis.
  4. Email the support team View contact information.

Morningstar Direct Login

Direct

Morningstar Direct Subscription Cost

An optional web-based Report Portal helps firms ensure their sales groups, advisors, consultants, and global teams always have access to consistent, up-to-date, approved communications that are consistent with the firm’s marketing strategy. For flexibility, home offices can build in specific customization options, such as investment, benchmark, and peer group selection, so end users can tailor their reports to meet their specific needs, while still ensuring compliance requirements are met. No matter where they’re located, salespeople, advisors, or consultants need only to log in, browse relevant report templates that their home office has published for them, and adapt them as required. The reports display well on mobile devices such as the iPad®, for easy presentation to clients. Home offices can also gather competitive business intelligence from Report Portal to determine how often users are making use of specific templates and which competitive investments their sales teams are running up against in the field.