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Morningstar Direct Reporting and Distribution Solutions

Tailored tools to fit your reporting needs. Build and schedule reports with Presentation Studio or allow your team to generate reports anytime via Report Portal. Fully outsource the work to us with Publishing System or get unlimited use of our ratings via Essentials for a simpler solution.

An illustration showing a Publishing System custom report dashboard, an investment report, and schedule module.

Streamline your workflow. Build your brand. Grow your business.

Customized Reporting Solutions

Build one-off reports or standardized layouts for easy comparisons and across-the-board consistency.

Elevated Storytelling

Generate business and expand your reach with unified messaging across sales teams, asset managers, and consultants.

Industry-Leading Design

Ensure your reports stand out with clear, compelling visuals that are informative and attention-grabbing.

Backed by Morningstar Ratings

Showcase the strength of your investment products by licensing the Morningstar ratings and visualizations that investors know and trust.

Direct Reporting and Distribution Solutions Use Cases​

Our reporting solutions help you tell your investment stories at every phase of a product’s lifecycle.

Scalable Marketing

Create assets from internal-facing company reports to external client meetings and even external-facing channels such as landing pages.

Compelling Websites

Deliver unique, digital marketing strategies with exclusive data and ratings.

Quality Factsheets

Produce detailed factsheets that provide the flexibility to outsource the process, or handle parts yourself.

Regulatory Documents

Complete regulatory reporting obligations with our comprehensive solutions to calculate, produce, and distribute documents to the market.

Powerful Communications

Improve client relationships by securely delivering marketing communications to sales teams.

ESG Reporting

Show how you can meet investors’ preferences for socially responsible investing with our ESG fund and company-level datasets and proprietary ratings.

Direct Reporting and Distribution Solutions Features

Reporting is as time-consuming as it is essential. That’s why our solutions are designed to save you time and fit your reporting needs as you grow.

An illustration of a product comparison report module in Presentation Studio.

Presentation Studio

Use Morningstar data and analytics to distill complex investment information into custom-branded reports, product comparisons, and presentations.

An illustration of a template settings module in Report Portal.

Report Portal

Run customized, strategy-aligned investment report templates anytime, anywhere.

Core Morningstar Ratings and Visualizations

Used together, ratings and visualizations can reveal what makes your offerings special. From pairing views of historical successes with future predictions to promoting fund strengths, you can highlight your strengths and boost your visibility.

Insights

Webinar
31 min

Master Custom Reporting at Scale with Morningstar Direct

Blog
04 min

Investment Reporting: A Comprehensive Walkthrough

Webinar
31 min

Master Investment Recommendations with Presentation Studio in Morningstar Direct

Guide
11 min

How to Create Instantly Understandable Investment Report

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