Week 3

Morningstar Direct for Wealth Management | Marketing & Sales

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

Connect to the latest analysis and information from our analysts, one of the largest independent teams in the world.

Find In-Depth Research

Learn how to access in-depth portfolio strategy and investment research.

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.