Morningstar Direct

Portfolio and Account Management

Tools for portfolio, treasury, and asset analysis of client accounts, including order management and routing.

Client Management & Engagement

Provides personalized digital services and omnichannel engagement to increase customer loyalty and acquisition.

Risk Management

View risks, set restrictions and limits for operations, and perform simulations of liquidity risks (such as ‘what-if’ scenarios).

Analytics and Reporting

Access to real-time dashboards and data interpretation, which can be exported as reports in a range of formats.

APIs and Integration

Has inbuilt APIs allowing access to the database layer without having to go through JDBC/ODBC.

Loan Management

Manage the entire lending process lifecycle, with automatic fee calculation and operational risk management.

Multi-Currency Accounting

Enables transaction processes and automated exchange rates across countries with different currencies.

Securities Management

Supports orders generated from portfolio rebalancing activities and manual order capture. Orders can be automatically triggered via instructions.

Device Access

Configurable to allow full access to authorized persons and devices. The latter may include cell phone, tablet access, multi-monitor workstations, or laptops.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.