Morningstar
Investment research, data and advisor software, including the Direct Advisory Suite.
morningstar.comMorningstar sells fund and securities research and ratings, along with software for advisors. In 2025 it launched Direct Advisory Suite, which expands the product formerly called Advisor Workstation; Morningstar Direct is a separate product for institutional users.
Morningstar is a publicly traded company based in Chicago.
What it does
- Fund and securities research
- Direct Advisory Suite
- Portfolio analytics
- Managed portfolios
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