Morningstar, Inc.

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.

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Email: sales@morningstar.com

Phone: +1 312 696 6000

Web: https://www.morningstar.com/

products

• Morningstar Direct
  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.
  
• Morningstar Office
  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.
  
• Morningstar Advisor Workstation
  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.
  
• 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.
  
• Pension Tool Kit
  Provides comprehensive funding risk analysis, investment research, and performance analytics, specifically designed for pension fund managers to assess their funding levels and risk exposure.
  
• Morningstar Sustainability Rating
  Rates mutual funds and ETFs based on their ESG characteristics, comparing funds based on their exposure to companies with favorable ESG practices.
  
• Morningstar ESG Screener & Analysis
  ESG ratings, company and fund analysis, carbon risk scores, and sustainability metrics for global investment research and reporting.
  
• Morningstar Planit (Insurance and Protection Planning)
  Covers protection planning including interactive insurance needs analysis, gap calculation, solution modeling, and client reporting. Integrated with investment and retirement planning.
  
• 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.
  
• 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.