Morningstar Direct
Institutional research: fund data, portfolio analytics, custom reporting.
Overview
Institutional-grade investment research, data, and analytics platform. Comprehensive fund/ETF/stock data, portfolio analysis, and custom reporting.
Key Features
- Global fund/ETF coverage
- Portfolio analytics
- ESG analytics
- Custom reporting
- API/data feeds
- Advisor workstation
Integrations
OrionBlack DiamondTamaraSalesforceCustom
Details
- Platforms
- Web, API, Excel
- Target Users
- Institutional, Large RIAs, TAMPs, Consultants
- Pricing Model
- Contact
- Starting Price
- Free / Contact
- Full Pricing Details
- Enterprise pricing (contact sales)
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