The platform for where you're going next. We take a different approach to other platforms. A better approach tailored to your needs now and into the future.

The Morningstar Wealth Platform provides the flexibility and choice needed to scale your practice and deliver exceptional client experiences.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios. How to Download Morningstar... · Morningstar_data Python... · 14-day free trial

As an investment manager, Morningstar is unique. Everything starts with our unparalleled access to global data, analytics and research.

We offer a best-in-class portfolio management capability. Our approach facilitates model portfolios (which we call Separately Managed Accounts) and bespoke ...

Morningstar Direct. A global investment analysis platform that combines Morningstar data and research with analytics, data science, and productivity tools.

We offer multiple ways to invest in our retail products, enabling you to access a wide range of professionally managed investments in a way that works best for ...

Morningstar Wealth focuses on delivering a wide range of in-house and third-party tax wrappers and investment solutions. Its focus is on driving innovation ...

All-in-one practice and portfolio management software for RIAs. Morningstar Office℠ is the only RIA platform that fully integrates Morningstar data, research, ...

Morningstar Wealth Platform ... An intuitive digital experience allowing you to focus your time, energy, and attention to build your business. It unites ...