Morningstar® Enterprise Data Management
Expert data aggregation and performance reporting.
Morningstar® Enterprise Data Management helps businesses control their costs by freeing internal resources to focus on core activities while we lead the data integration functions we know inside and out. Through individual consultation, we develop creative plans for aggregating, warehousing, and distributing data to and from multiple sources for better use across organizations. Our Enterprise Data Management services can incorporate multiple data sources into a client’s platform, or bring proprietary or third-party data into Morningstar products.
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Key Features
Leverage our 25 years of experience collecting, processing, storing, and distributing data
Interact with our consultants to define current and future data management needs in creative, client-driven plans
Aggregate multiple data sources including proprietary, Morningstar, custodian, recordkeeping, and other third-party data
Reduce the risks associated with data collection and quality maintenance by relying on our rigorous quality control process
Bring efficiencies to enterprise portfolio accounting, investment data management, retirement-focused reporting, and data mining
Integrate data with Morningstar products, internal systems, or third-party platforms including software, websites, web tools, fact sheets, archives, report processors, and more
Link in advisory and fiduciary service data from Morningstar Associates and Ibbotson Associates
Use client interfaces to monitor data, run reports, and manage client accounts
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