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Morningstar, Inc.

Morningstar Direct

Advanced portfolio analytics and performance reporting for advisors, institutions, asset managers, and other professionals. Morningstar's expansive data and independent research help you unpack complexity and move with industry shifts, so your analysis is always clear, meaningful, and relevant.

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Composite Score

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CX Score

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Emotional Footprint

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Likeliness to Recommend

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Morningstar Direct Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedback from real IT professionals and business leaders.

Morningstar Direct has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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