Morningstar Advantages
Process Management
  • Process Management
    Firms choose how to manage the entire production process, from design to delivery. Clients can produce and monitor their own reports through Morningstar Direct, our institutional investment platform, or utilise our online document production platform to manage the entire workflow. Our dedicated service team can also coordinate related needs, such as integrating translations.
  • Template development: Extensive customisation
    Our experienced team can work with firms to create completely customised templates for any brand, audience, or need. Custom features include tailored disclosures and benchmarks, as well as color palettes, logos, and fonts to reflect a firm’s branding. A wide assortment of intuitive investment graphics and tables are also available for analysis.
    Data management and processing: Integrated options
    Our extensive data management and processing capabilities, including registered and unregistered investments, help institutions deliver comprehensive side-by-side comparisons. We also make it easy to integrate private data, as well as data from leading accounting platforms and numerous institutional custodians.
    Multiple channels: Different formats for different media
    Reports can be delivered in various formats, including web-based and PDF documents. This makes it easy to create both print and electronic communication materials—and deliver those materials through the most appropriate medium. Each format is available for monthly, quarterly, semiannual, or annual updates, and PDF pages are available on demand.
    Production and delivery: Flexible solutions
    Morningstar gives firms control when and where they need it most for the production and management of their documents. Your approved materials can be distributed on demand to groups anywhere.
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