Company Overview
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
Morningstar Annuity Intelligence is a research tool to help simplify complex annuities, including coverage of fixed indexed and fixed annuity products.
Morningstar Data for Commodities is a suite of data management products for easier analysis of research and data in the commodities and energy sectors.
Morningstar Direct for Asset Management is a web-based institutional investment analysis platform built to help asset managers create, select, and market investments.
Morningstar Direct for Wealth Management is a web-based investment analysis platform for wealth managers to research investments and communicate between teams.
Morningstar Enterprise Components are configurable, ready-to-integrate enterprise software tools for research, portfolio analysis, and retirement plan management.
Morningstar Essentials is a toolkit for marketers to enhance their programs with industry-standard statistics and ratings recognized by investors and advisors worldwide.
Morningstar Indexes are indexes for benchmarking and building products, developed with Morningstar's research and providing exposure across asset classes.
Morningstar Managed Portfolios are mutual fund, stock, and exchange-traded fund portfolios offered through fee-based financial advisors, built for the long term.
Morningstar Office Cloud is a web-based portfolio and practice management platform for independent financial advisors, with performance reporting and back-office services.
Morningstar Reporting Solutions allow you to create marketing materials, regulatory documents, and other custom reports using their tools or outsource the process to them.
Morningstar Retirement Manager is an online service offered by employers to help their employees save and invest in their workplace retirement accounts.
Morningstar Total Rebalance Expert is a tax-aware rebalancing service used to maximize tax savings for clients, aligning allocations on personal factors and market changes.
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