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Sign up for a demo of Morningstar Cloud today
Leverage Morningstar’s comprehensive, independent data to build customized reports for yourself, your team, or your clients.
See What’s Inside
Global Risk Model
Go beyond standard risk models to find an investment’s true sources of risk, using a variety of factors including six exclusive to our platform.
Investor Pulse
See how you’re doing compared to your peers and the overall market by digging in to the factors that impact fund flows.
Presentation Studio
Equip sales teams and advisors with timely materials, using your own brand details, so investors get a clear message about their investments.
Research Portal
The latest insights from our analysts, curated by a human and delivered based on the topics you follow.
Custom Data Integrations
Integrate the data that’s important to your firm and we'll bring it in alongside our market data to support your decision-making process.
Client Web Portal
Keep your clients and teams in the loop 24/7, sharing new insights and snapshot reports.
The Right Fit for Your Role
Independent Advice
Automate back office work, optimize your portfolios, and connect more with your clients.
Wealth Management
Collaborate across teams to research investments and deliver timely and relevant advice.
