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Morningstar Community Blog

Blog Articles
ChadLowry Employee
Employee

Use a screen to find newly updated funds, build a custom column set to see the data, and read more in the Analyst Take.

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BlainHefty Product Manager
Product Manager

Morningstar Model Marketplace continues to grow, adding more model options for advisors.

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ChadLowry Employee
Employee

Three new pre-defined scenarios were recently added to the Scenario Analysis tab for investment and portfolio workbooks. Use the Component Settings icon to select Scenarios > Pre-Defined Scenarios to see them.

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ChadLowry Employee
Employee

A new layout and design make the menu even easier to use.

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Elizabeth Employee
Employee

Learn about the upgraded menu in Morningstar Office Cloud.

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pfranco Product Manager
Product Manager

In short, we built Morningstar Advisor Workstation specifically for registered representatives with the intent to deliver independent research, high-quality investment data and portfolio analytics, and “point of sale” reporting capabilities that are compliant (e.g. FINRA reviewed reports), easy to understand, and ultimately help financial advisors communicate the value of their investment advice. Blog pic 2.PNG

 

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GlennL Product Manager
Product Manager

Read about some upcoming user experience enhancements to the web-based editions of Direct and Office

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BlainHefty Product Manager
Product Manager

Summer is here, the weather is heating up and what is hotter the Morningstar Model Marketplace?

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GlennL Product Manager
Product Manager

The latest enhancements to Morningstar's Risk Model.

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JaniceL Employee
Employee

Read Morningstar’s response to the Envestnet | Tamarac purchase of PortfolioCenter.

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Tricia_R Chief Product Officer
Chief Product Officer

Two weeks ago, Joel Bruckenstein (Technology Tools for Today—T3) and Bob Veres (Inside Information) released their 2019 Software Survey. In its third year, the survey reveals the preferences of more than 5,000 advisors as it relates to the tools they’re using and their overall satisfaction with these software products. Read on to find out what they had to say about Morningstar.

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RahulR Product Manager
Product Manager

As we move into 2019, our focus on making Office Cloud a great platform to work in is even stronger, especially when it comes to making the platform faster and more efficient to the way you work.

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mstafford Employee
Employee

Check out the latest developments and hear and about our plans for 2019. 

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GlennL Product Manager
Product Manager

As 2018 fades away in our collective rear-view mirrors, we wanted to take a minute to reflect on what shaped up to be a very busy, and productive, year.

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ElizabethB Employee
Employee

There's nothing quite like New York City at the holidays, so it was my pleasure to join our team and our customers at the final Morningstar thought leadership forum of 2018. If you weren't able to attend, @Lakman summarized the key take-aways here. We covered everything from asset management to advisor trends, ESG/Sustainability and dug into some serious math with our quant and product team leaders for our Global Risk Model. Still as a relative newbie (I've been with Morningstar 18 months), this was my first Forum in which I was presenting. Here were my aha moments.

 

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mstafford Employee
Employee

Looking for more info on the Sustainability Ratings methodology changes happening this month?

 

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mstafford Employee
Employee

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.

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ChadLowry Employee
Employee

You can now calculate a Morningstar Sustainability Rating for a model portfolio, client account, or proposal. ESG2.gif

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Elizabeth Employee
Employee

Did you know that you can now bill new clients immediately, rather than waiting for next billing cycle?

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ALeemputte Employee
Employee

Learn about upcoming changes to the Morningstar Sustainability Rating

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JasonDijak Employee
Employee

Learn how to create custom Performance Reports with peer analytics, in the new Morningstar Direct Cloud Editions!

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adrian_johnson Product Manager
Product Manager

Take a look at what's coming next for our Wealth Management users! 

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SandeepKumar Product Manager
Product Manager

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!

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Tricia_R Chief Product Officer
Chief Product Officer
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