Optimise Your Value As An Adviser
Advisers today are balancing client relationships, making investments, and monitoring portfolios along with operational and compliance processes. It’s time to evolve your practice, and we can help with Morningstar Direct.


Morningstar Direct is our sophisticated investment analysis & reporting platform that helps advisers, portfolio managers and head office teams find meaning within data and communicate this information through customised reports and presentations.

Morningstar Direct helps automate the manual work involved in managing, monitoring and reporting on APLs, model portfolios and managed accounts. 


  • Remove manual data aggregation and have a consolidated source for all required investment data and research 
  • Automate and document your APL process to create time efficiencies 
  • Easily create customisable reports for model portfolios and managed accounts
Complete the form below to set up your obligation-free demo of Morningstar Direct:
Streamline your daily work
Portfolio Construction

Morningstar Direct provides one, consolidated place for the entering, tracking, and reporting for your model portfolios. Use Morningstar’s unparalleled data as your single source of truth and garner aggregated analytics on your portfolios – and then seamlessly create custom branded reports.

✓ See meaningful analytics on your aggregated portfolios, including over a hundred performance and risk measures

✓ Easily track your portfolios, including any positional changes

✓ Validate changes in the portfolio with the Total Portfolio Attribution Module.

Custom Reporting

Effortlessly create custom branded reports for core uses such as Investment Committee meetings, prospect and client meetings, and managed account fact sheet generation. Have Morningstar Direct run reports automatically on an on-going basis.

✓ Automate your Managed Account/Model Portfolio fact sheet production

✓ Compare multiple investments, including different types of investments, on one report

✓ Build side by side comparisons of portfolios
Increase Efficiency

Access Morningstar’s comprehensive database of quantitative data and qualitative research, and then leverage it to easily conduct customised due diligence to streamline your workflows and minimise compliance risk.

✓ Use the customisable dashboard for on-going monitoring of your APL and for future reference to investment rationales

✓ Access our global stock research, including detailed analytics on the Morningstar fair value estimate

✓ Dig deep into managed funds and see comprehensive holdings and conduct attribution analysis
 
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