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Choose the Right Fit for Your Role Independent Advice Automate back office work, optimize your portfolios, and connect more with your clients. Learn more › Wealth Management Collaborate across teams to research investments and deliver timely and relevant advice. Learn more › Asset Management Align product and marketing decisions with our data and yours using a single source to evaluate. Learn more › Get Started Always on, Always Improving We deliver our investment analysis platforms through the cloud, so that your data is secure, your research is fresh, and your tools are up to date—every time you log in. What You Need to Make Informed Decisions Research, data and analytics are at the core of what you do—they’re the drivers of every part of our platform. Research Capture the insights of more than 300 independent analysts around the world to broaden your network of investment options. Data Gain access to high-quality market data from nearly every investment universe, delivered alongside your own. Analytics Put data to work with data insights that only Morningstar delivers to find new managers, spot new trends, or build better products. Connect Your Team and Collaborate Connected teams communicate better, focus more, and ultimately thrive. We provide the tools to share information so that everyone has what they need when they need it. Keep Up the Conversation With Clients Create branded reports to show clients where they stand in relation to their financial goals. And you can build on that dialogue by sharing interesting insights with them in the moment. Tools of the Trade Distill the data and research to draw out the insights you need to be effective. Global Risk Model Go beyond standard risk models to find an investment’s true sources of risk, using a variety of factors including six exclusive to our platform. Learn more › Investor Pulse See how you’re doing compared to your peers and the overall market by digging in to the factors that impact fund flows. Learn more › Presentation Studio Equip sales teams and advisors with timely materials, using your own brand details, so investors get a clear message about their investments. Research Portal The latest insights from our analysts, curated by a human and delivered based on the topics you follow. Learn more › Custom Data Integrations Integrate the data that’s important to your firm and we'll bring it in alongside our market data to support your decision-making process. Client Web Portal Keep your clients and teams in the loop 24/7, sharing new insights and snapshot reports. More Tools Built for How You Work Account Aggregation Asset Allocation Asset Flows Back Office Services Data Feeds Fee Billing Flow Factors and Predictive Analytics Holdings-Based Analytics Investment Reporting Market Monitoring Microsoft Excel® Add-In Model Portfolio Construction Performance and Risk Assessment Performance Measurement Real-Time Notes and Alerts Scenario Analysis Tax-Aware Rebalancing Third Party Integrations Total Portfolio Attribution Security in the Cloud We take data security seriously. Your peace of mind is important to us. Our investment analysis platforms are designed to meet rigorous data privacy and security standards based on industry best practices. Want to learn more about the cloud? We answer your technical questions . Choose the Right Fit for Your Role Independent Advice Learn more › Wealth Management Learn more › Asset Management Learn more › Ready to See for Yourself? Get an investment analysis platform built for your day-to-day. Get Started Close Sign Up for a Free Demo of Morningstar Cloud Thanks for your interest in Morningstar Cloud. Give us a little information about yourself, and we’ll set up a demo of our Cloud platform, and get you a login to start a free trial. We're looking forward to learning more about how we can help you build a stronger practice. 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