Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, and institutions.
Email: sales@morningstar.com
Phone: +1 312 696 6000
Web: https://www.morningstar.com/
Morningstar Direct
Category: Investment Research Systems
Category: Portfolio Management Systems
Category: Portfolio Modeling Software
Plus 12 other categories. See product page
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution..
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Morningstar Office
Category: Portfolio Management Systems
Category: Client Relationship Management (CRM) Systems
Category: Fund Accounting Systems
Portfolio management platform with research, reporting, client management, and billing capabilities. Includes performance reporting, investment planning tools, and access to Morningstar's investment research and analytics..
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Morningstar Advisor Workstation
Category: Financial Planning Tools
Category: Mobile Meeting Technology
Category: Communication Systems
A comprehensive investment planning platform offering portfolio analysis, asset allocation, fund screening, and proposal generation tools. Includes client management features, risk assessment, and goal-based planning capabilities..
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Morningstar ESG Screener
Comprehensive screening tool to evaluate portfolios against ESG criteria with access to Sustainalytics' ESG Risk Ratings. Includes industry-specific material ESG issues assessment and controversy screening. Designed for pension fund managers and treasury departments for ESG integration..
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Pension Tool Kit
Category: Funding Risk Analysis Tools
Provides comprehensive funding risk analysis, investment research, and performance analytics, specifically designed for pension fund managers to assess their funding levels and risk exposure..
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Morningstar Sustainability Rating
Category: ESG (Environmental, Social, Governance) Analytics
Rates mutual funds and ETFs based on their ESG characteristics, comparing funds based on their exposure to companies with favorable ESG practices..
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Morningstar ESG Screener & Analysis
Category: ESG (Environmental, Social, Governance) Analysis Software
ESG ratings, company and fund analysis, carbon risk scores, and sustainability metrics for global investment research and reporting..
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Morningstar Planit (Insurance and Protection Planning)
Category: Insurance Needs Analysis Software
Covers protection planning including interactive insurance needs analysis, gap calculation, solution modeling, and client reporting. Integrated with investment and retirement planning..
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Morningstar ByAllAccounts
Comprehensive account aggregation, advanced data normalization, secure custody data integration, ability to handle complex assets, customizable data delivery, integration with popular advisory platforms, and detailed client reporting capabilities..
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Morningstar Goal Bridge
Goal-based financial planning solution that connects investment planning to goal outcomes, helping advisors show clients how investment decisions impact their financial goals. Integrates with Morningstar's research and portfolio analysis tools to create client-centered investment plans..
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