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dschindler
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RIA Marketers Using Morningstar Direct - Want to Collaborate?

Hello!

I'm a marketing manager at an RIA who uses Morningstar Direct  almost daily, a lot in Presentation Studio but I am getting my feet wet in some of the other reporting tools. I would love to collaborate with others in the marketing department at their firms to see what tools you use to create your marketing materials and gather information.

A lot of the Morningstar Direct training is geared toward evaluating fund managers, creating portfolios, etc, when the guidance I really need is how to fine tune aesthetics and different ways to present "fact-sheet-type" data in a user-friendly way.

If anyone wants to share ideas let me know!

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