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Build Better Portfolios With Morningstar Direct Lens

Get the complete guide to Direct Lens benefits, applications, and features.

When portfolios are under scrutiny from regulators and clients, you need tools that make investment decisions clearer. Instead, you might be stuck with tools that cloud your view. Morningstar Direct Lens bundles all the tools for portfolio management in one platform. Here’s why your portfolios deserve Direct.

What's Inside

  • Get more done with fewer open tabs.
  • Unlock deeper investment insights without the static.
  • Chart performance, risk, and allocations with meaningful metrics.
  • Create polished presentations without a graphic design degree.

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