Morningstar Direct
Our institutional investment analysis platform.
Client Support Services
Morningstar Direct is backed by a product team dedicated to helping firms take advantage of the benefits the platform can bring. Tailored to different learning styles and skill levels, our complimentary training and support opportunities help users learn how Morningstar Direct can save them time and enhance their workflows.
Client Solutions ConsultantsOur Client Solutions Consultants—based in cities around the world—are available to meet with firms to bring the advantages of Morningstar Direct to their workflows. We invite client input and consider this feedback in our plans for product enhancements.
Product SupportMorningstar Direct Product Consultants are available by phone and email to answer questions about the platform’s capabilities, its investment data, or Morningstar methodologies. For requests in the U.S., call +1 866 229-0216 or email MorningstarDirectFeedback@morningstar.com.
Training OpportunitiesClients can join us in person for complimentary full-day, half-day, or workshop training sessions held in cities around the world. Training for basic to advanced topics is accessible anytime via Morningstar Direct’s how-to videos, user guides, and more. Users can also register for live online training sessions.
Client EventsOpen to all Morningstar Direct clients, our Regional User Forums and Annual Client Conference offer the opportunity to network with other Morningstar Direct users while attending workshops and sessions with product experts.
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