Morningstar Direct
Presentation Studio
Investments aren’t just numbers—they’re stories, and you can tell those stories with Presentation Studio.
This Morningstar Direct module lets you use Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product comparisons, and presentations.
Streamlined custom reporting and factsheet production
Maintain consistency throughout every presentation.
Presentation Studio’s unique template design lets firms create custom reports or standardised layouts for easy comparisons and across-the-board consistency, so communications can resonate across different audiences.
Compelling report visuals in minutes
Drag, drop, and combine Morningstar-designed charts, tables, and graphs with your own data, then customise the report with your unique logo and branding.
Tell visual stories in minutes, not hours or days, then share them with small internal groups or scale your distribution list with a license.
Scalable report distribution
Spread your investing strategy far and wide. A paid distribution license lets you scale the reach of your Presentation Studio report to a wider audience.
You can create reports for everything from internal-facing company reports for a large audience to reports for external client meetings and even external-facing channels such as landing pages
A marketing group, for example, could share business intelligence, board reporting, management reporting, and more with audiences who are outside of sales and advisory roles.
Related Features
Learn about other features of Morningstar Direct.
Report Portal
Run customised, strategy-aligned investment report templates anytime, anywhere.
See Presentation Studio in Action With a Free Trial of Morningstar Direct
Submit your details below and one of our specialists will be in touch with you shortly.
By clicking Submit, you accept Morningstar's Privacy Policy.
©️ 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.
Legal Notices Privacy Policy Regulatory Disclosures Global Contacts