Direct for Wealth Management

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We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsis on best interest.

Morningstar Direct for Wealth Management empowers better investing decisions by surfacing more comprehensive data about investments, and enabling better comparisons between them, and facilitates better information sharing between the home office and advisors.

Key Features

  • Powerful investment screening tools for surfacing key attributes on hundreds of thousands of managed products globally (including SMAs)
  • 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
  • Verifiable compliance messaging that ensures that messages are acted upon by advisors

Key Benefits

  • Single platform for accessing portfolios, data and analytics, risk modeling, and compliance messaging
  • Full access to Morningstar data and analytics tools plus the ability to add a firm's own investment and portfolio data
  • Cloud-based platform for making the latest developments available to all users immediately
  • Enhanced customer support to help advisors stay on track