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| | Dedicated service: A commitment to every client | | |
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| A Morningstar Direct consultant will work with your organisation to ensure that the product meets your goals. We invite client input and we use it to plan enhancements to all aspects of Morningstar Direct. |
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| | Product orientation and training: Maximising the advantages of Morningstar Direct | | |
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| All clients are eligible for client-site sessions with Morningstar trainers. Specific training logistics are based on your needs and the number of licenses in your organisation. |
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| | Learning Center: Develop skills at your own pace | | |
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| Online content guides users through product features and functionality. Deepen your knowledge of Morningstar Direct and better understand how to apply this powerful platform to your business. |
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| | Product support: A knowledge source for answers | | |
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| Morningstar Direct consultants are available by phone and email to answer questions regarding product functionality and investment data. |
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| | Institutional Forums: Interaction with industry peers and Morningstar staff | | |
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| Morningstar Direct Institutional Forums provide opportunities to learn about product developments, network with peers, and discuss industry challenges and best practices among our community of users. |
