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Stay Connected to the Morningstar data, analytics, and reports.
In Direct Advisory Suite, Morningstar Office clients can:
Screen and compare investments across a range of categories, from traditional funds and ETFs to fixed income asset classes and annuities.
Access Morningstar’s analyst research and thought leadership.
Create FINRA-reviewed reports like the Morningstar X-ray and Stock Intersection reports.
Compare portfolios side-by-side with interactive portfolio analytics on performance, risk, and exposure for easy comp.
Connect your recommendations to your client’s risk preferences with a single-page investment planning workflow and client-facing comparison report.