Marg Morningstar Direct

Morningstar Direct is a software platform that provides data and analytics to help professional investment managers craft new products and portfolios. The product is mainly cloud-based. Morningstar Direct’s pricing is based on the number of licenses purchased. For clients, the company generally charges an annual fee of $17,500 for the first user, $11,000 for the second user, and $9,500 for each additional user. Morningstar Direct centralizes institutional-strength data, proprietary analytics, and in-depth investment research in one platform. It helps in optimizing your investment process whether you need to select, create, or market investments or if you’re a one-person shop, it does a bit of everything from finding the right investments to sitting down with clients for you. For investment professionals committed to delivering on investor objectives in an information-saturated and constantly evolving market, Morningstar Direct helps drive informed decisions through broad and emerging data, independent research, portfolio analytics, and