| Morningstar Direct Our institutional investment analysis platform. | |
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| | | | Client Support Services | | Morningstar Direct is backed by a product team dedicated to helping firms take advantage of the research platform’s benefits from implementation through ongoing use. Tailored to different learning styles and skill levels, our training and support opportunities help users learn how Morningstar Direct can save them time and promote consistency in their research. | | |
| | | Dedicated service: An ongoing commitment | | |
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| | | A Morningstar Direct consultant works with every firm to make sure the platform integrates seamlessly with the firm’s work processes and meets its goals. We invite client input and consider all feedback in our plans for product enhancements. | | | | | Product orientation and training: Maximizing Morningstar Direct | | |
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| | | Morningstar Direct consultants are available for on-site sessions to bring a firm’s users up to speed. Training is accessible anytime via Morningstar Direct’s online how-to videos covering basic to advanced topics. Users can also register for live online training sessions or participate in weekly webinars. | | | | | Product support: An accessible source of answers | | |
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| | | Morningstar Direct consultants are available by phone and email to answer questions about the platform’s capabilities, its investment data, or Morningstar methodologies. | | | | | User Forums: Meetings with industry peers | | |
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| | | Open to all Morningstar Direct clients, our User Forums offer the opportunity to network with other Morningstar Direct users while learning new ways the research platform can bring a firm competitive advantages. |
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