Week 3

Morningstar Direct for Wealth Management | Client Service

Custom Database

Create custom classifications for types of security, then apply them to various areas of Morningstar Direct.

Creating Custom Data Points

Design unique data points for use when analyzing and reporting on investments.

Research Portal

Get daily coverage of the investment research and fund evaluations that are most relevant to your work.

Find In-Depth Research

Set up preferences for the investments and managers you care about most, so you are notified as soon as new research is available.

Portfolio Building

Create and manage model portfolios for monitoring and analysis.

Model Portfolio (& Custom Benchmarks)

Build a model portfolio to help clients achieve their goals with targeted solutions.