Upcoming Morningstar Direct Workshops

Below are all our upcoming client webinars for Morningstar Direct. To watch all the topics we have covered in our previous digital workshops, click here.

Portfolio Management: New Import Tools & Reporting Enhancements

Thursday, 28 May | 12 p.m. - 12:30 p.m. (AEST)

What we will cover:

Streamlined methods for importing holdings to improve efficiency and reduce manual effort
Overview of new quick links for faster navigation to charts and dashboards
Generating reports using Morningstar or custom-built templates
Deeper insights into underlying holdings to support analysis and decision-making

Presented by: Anna Chavez, Customer Success Manager

Upcoming Morningstar Direct Workshops

Submit your details below to register.