Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Investment research and portfolio analytics platform for wealth management advisors powered by Morningstar data.
Description
Morningstar Direct Advisory Suite provides fund and portfolio research and proposal generation for financial advisors drawing on Morningstar's proprietary investment data ratings and analytical tools.
APIs and Security
Security checks
None
Public APIs
No
