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| | | | | Client Support Services | | | Whether you are a new or longtime Morningstar® Principia® subscriber, Morningstar specialists can assist in selecting the Principia modules that meet your needs. Each Principia module is easy to install, easy to learn, and easy to maintain, with user preferences for greater control and flexibility. To streamline the learning process and maximize the investment in this software solution, Morningstar offers a wide range of convenient training services. | |
| | | Support services: Technical and data assistance | | | | | | | | | Support is provided by highly trained Morningstar staff, not by an outsourced call center. Subscribers can call or email with questions regarding their subscription, requests for technical assistance, or for suggestions on how to use and interpret Morningstar's data. | | | | | Product training: Online, classroom, and customized programs | | | | | | | | Morningstar offers Online Training, Classroom Training, and Customized Training programs—each designed to improve proficiency and increase performance.
Online Training is ideal for those who have limited time, need a more basic overview of Principia, or find it difficult to travel to our classroom courses.
Classroom Training is held in various cities around the country. The classes combine instructor-led demonstrations with hands-on exercises to learn procedures or expand skills.
With Custom Training, experienced training consultants work with your organization to design a personalized training program that meets your specific needs and incorporates your investment philosophy. | | | | | Free resources: Software updates and links to company websites | | | | | | | | | A Principia subscription includes free data updates, delivered monthly or quarterly depending on the module. Updates may be downloaded online. Free Due Diligence Questionnaires offer qualitative perspectives of fund-company investment philosophy, style, and strategy. And within Principia there are direct links to investment company homepages. | | | | |
| | | | Take Action | | | |  | | | | | See It Work | | | | | | | | | Learn More | | | | | | | | | Customer Support | | | | | | | | |
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