Direct for Wealth Management

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Overview

In a world of increased scrutiny around fees, risk, and best interest, Morningstar Morningstar Direct for Wealth Management empowers better investing decisions, enables collaboration between the home office and advsiors, and ensures compliance.

Key Features

  • Powerful investment screening tools for surfacing key attributes on hundreds of thousands of managed products globally (including SMAs)
  • Verifiable compliance messaging that ensures that messages are acted upon by advisors
  • Account level, portfolio level, and multi-asset analytics to sharpen investing decision making
  • Multi-factor risk model with dozens of exposure factors, including forward-looking analyses

Key Benefits

  • One platform for accessing portfolios, data and analytics, risk modeling, and compliance messaging
  • Full access to Morningstar data and analytics tools plue the ability to add a firm's own data
  • Cloud-based platform for making the latest developments available to all users immediately

  • Enhanced customer support

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers
Geographic Availability
North America
Asset Class Coverage
Funds, Structured Products