Enhance Solutions With Quality Content
Financial platforms come to Morningstar for access to one of the largest and highest-quality global investment databases in the industry, including extensive coverage of equities, funds, and alternative investments. They also license award-winning investment research and editorial generated by our hundreds of equity and fund analysts. We can easily integrate any actionable commentary, articles, and independent data into third-party systems or our configurable online tools. We also offer solutions for regulatory challenges, helping platforms build in services such as white-labeled document management for fee disclosure and compliance needs. Clients use our investment data and analysis to differentiate their products and drive business growth.
Build Trust With the Morningstar Brand
Alliances and redistributors validate their research, due diligence, compliance, and reporting tools by integrating Morningstar’s trusted, independent brand. Investors turn to our fiercely independent approach to investment research and proprietary analytics for their objective insights. Our extensive data, tools, research, and communication materials help our clients connect with their users, whether they are institutions, advisors, or individual investors.
Create and Support Effective Workflows
To meet investor and advisor needs, we build streamlined workflows ranging from end-to-end solutions to configurable components powered by our data, research, and content. We continuously innovate to address regulatory requirements, take advantage of new technologies, and pass these improvements along to our clients. We’ll help you quickly implement new ideas and processes, applying our experience delivering services across technologies from APIs to mobile devices.
Shape Sound Investment Strategies
Our investment experts focus on solving real-world problems for investors. Starting with our understanding of how advisors serve investors, we apply our technology, communication design, and investment knowledge to help clients deliver sound financial planning services. Our clients incorporate Morningstar offerings ranging from economic outlooks, to capital market assumptions, asset-class models, and model portfolios. Tools and services are available to assess each investor’s appetite for risk and capital accumulation requirements, as well as to help meet your fiduciary obligations.
Stay Ahead of Regulatory Requirements
Morningstar has extensive experience helping clients successfully address regulatory requirements. We stay current with upcoming changes and develop solutions that help support our clients’ fiduciary, compliance, and regulatory needs. Our solutions address retirement regulations, suitability requirements, and compliant communications, to name just a few. By providing options for adapting to market needs worldwide, we help clients maintain their regulatory obligations while keeping existing users engaged and attracting new audiences.
Our Offering for Alliances and Redistributors: Morningstar Data Services
Morningstar Tools and Components
Investment Management Services
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The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. All investment advisory services described herein are provided by one or more of the U.S. registered investment advisor subsidiaries.