Morningstar Advantages
Investment Planning Tools
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  • Morningstar® Integrated Web Tools™ offers many advantages: content is driven by Morningstar’s extensive investment databases; commentary is objective and trusted; and ready-to-use tools can be implemented quickly. Clients can select from a wide range of standard tools and editorial content, or Morningstar can tailor products to meet strategic and technical requirements.
  • Customised products: Performance for specific needs
    Many Morningstar tools can be modified to analyse a particular set of investments, focus on client-defined data points, or perform calculations required by specific products or services. Companies can also integrate popular proprietary applications, such as Portfolio X-Ray® and Investment Illustrator, to strengthen analytical and diagnostic capabilities.
    Proprietary database: Controlling the data enhances client solutions
    Morningstar tools are powered by Morningstar’s proprietary investment database that includes comprehensive information on more than 88,000 securities. Nearly all data is from primary sources and the depth of information on each security is extensive. By controlling the underlying data and methodologies, Morningstar can best address the strategic demands and technical requirements of each client.
    User-friendly formats: Satisfying the demands of beginners and professionals
    All content is presented in a clear, easy-to-use format and is designed to appeal to novice and sophisticated users alike. Explanatory text, definitions, and more in-depth data descriptions are just a click away. And, Integrated Web Tools solutions help keep websites current and more relevant for customers.
    Recognised source: Individuals and industry leaders rely on Morningstar
    Integrated Web Tools uses proven features and functionality from Morningstar’s investing websites and adviser tools such as Morningstar® Adviser Workstation™. Morningstar’s ability to create powerful tools for individual investors is evident given the popularity of Morningstar’s websites with more than 500,000 registered users in Europe and more than 6.1 million investors served worldwide. They know they can rely on Morningstar tools and content for researching, planning, and monitoring investments. Morningstar also has significant expertise in creating tools that financial advisers find useful and relevant.
    Industry solutions: Responding to the unique demands of each client
    For banks, fund companies, broker-dealers, media companies and portals, and other organisations providing investment information, Morningstar can expand content, enhance information, or provide a complete suite of online resources.
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