The Sustainability team had a very busy summer and is excited about several new developments that help round out the ESG workflow for our Direct Cloud users.
You can now calculate a Morningstar Sustainability Rating for a model portfolio, client account, or proposal.
Did you know that you can now bill new clients immediately, rather than waiting for next billing cycle?
Learn about upcoming changes to the Morningstar Sustainability Rating
Learn how to create custom Performance Reports with peer analytics, in the new Morningstar Direct Cloud Editions!
Take a look at what's coming next for our Wealth Management users!
It’s been three months since the launch of Morningstar Office Cloud and we continue to roll out new capabilities and enhancements - read on to learn what’s new in Office Cloud!