U.S.A.
Morningstar Reporting Solutions
Concise investor-ready reports.
Overview
Morningstar Advantages
Process Management
Used by retirement plan sponsors and providers, asset management firms, and insurance companies, Morningstar Reporting Solutions provides a reliable, cost-effective solution for conveying investment information and helping comply with regulatory requirements. Reports can leverage Morningstar’s trusted data and analysis to clearly communicate information on a full range of registered and unregistered investments, including mutual funds, stocks, and private funds. Clients can outsource template development, template management, and report production to Morningstar or manage the process themselves using our proprietary tools. Morningstar experts are available to consult clients on how to communicate with key audiences, meet reporting requirements, and build custom templates based on each firm’s unique design standards.
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