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A visualization showing monthly quantitative valuation output in Morningstar Direct.

Morningstar Direct

Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies.

It’s everything that makes Morningstar special: data and research, ratings, analytics, design, and a mission of empowering investor success.

Insights

Resources

Download Direct

If you already have your login credentials but haven’t installed Direct yet, what are you waiting for? Get the latest version from our download page.

Start a Free Trial of Direct

The best way to understand how Direct can help your business is by exploring it firsthand. Start a free trial today to discover the possibilities.

Explore the Direct Learning Portal

Our learning portal is filled with resources and virtual workshops designed to help users unlock the full potential of Direct. Whether you’re a newcomer or a power user, the portal’s got something for you.

Go to the Direct UK Site

See how Morningstar Direct elevates the investment process across the globe.

Go to the Direct France (Français) Site

Découvrez comment Morningstar Direct améliore le processus d'investissement dans le monde entier.

Go to the Direct Germany (Deutsch) Site

Überzeugen Sie sich, wie Morningstar Direct den Anlageprozess weltweit verbessert.