Morningstar Products and Investment Solutions

Direct access to Morningstar’s industry-leading research, delivered the way you want it.

A licensing package of Morningstar ratings and intellectual property built for asset managers’ marketing, sales distribution, and product teams.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.

Custom reporting and distribution solutions for every stage of your business.

Take your advisory services to the next level. Attract new clients, create plan-specific investment portfolios, and connect with a wide range of recordkeepers.

Modernize your target-date offerings. A personalized retirement strategy combined with the simplicity of a target-date fund.

Streamline your retirement plan business. Prospect and obtain pricing, manage plan lineups, and access detailed investment information all in one place.

Build diversified portfolios with greater customization. Choose from a variety of asset classes and select a path that aligns with employees’ risk profiles.

Reach different investment goals by using data-driven frameworks for a variety of asset-allocation strategies.

A collection of portfolio analytics and investment research APIs that can power world-class online experiences that drive meaningful client engagement.

Simplify the complexity of annuities and determine the right fit for your clients. Our annuity comparison tool provides business intelligence that sets you apart.

Essential news and investing strategies from the worlds of stocks, funds, ETFs, and dividends. Access actionable recommendations, exclusive tools, and editor commentary.