Morningstar Direct
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Explore more → **Morningstar Direct**
What is Morningstar Direct?
Morningstar Direct is a global investment analysis platform used by financial professionals. It provides comprehensive data, analytics, and reporting tools to research investments, build portfolios, and generate client communications. It is commonly used for asset allocation, investment selection, performance reporting, and risk management.
What other technologies are related to Morningstar Direct?
Morningstar Direct Competitor Technologies
eVestment
eVestment provides a competing platform for investment data and analytics.
FactSet
FactSet offers a competing suite of financial data and analytics tools.
Bloomberg
Bloomberg provides a comprehensive platform with overlapping functionalities in financial data, analytics, and news.
Number of organizations that mention technology
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Morningstar Direct Complementary Technologies
Microsoft Excel
Excel is often used to further analyze and manipulate data exported from Morningstar Direct.
VBA
VBA (Visual Basic for Applications) can be used to automate tasks and customize Excel, enhancing the use of data exported from Morningstar Direct.
Microsoft PowerPoint
PowerPoint is used for creating presentations and reports based on the data and analysis from Morningstar Direct.
Number of organizations that mention technology
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Which job functions commonly mention Morningstar Direct?
Investment Manager
0.2% of all Investment Manager jobs mention Morningstar Direct
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jobs on Sumble
Analyst
388 Analyst jobs mention Morningstar Direct
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jobs on Sumble
Product Manager
128 Product Manager jobs mention Morningstar Direct
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jobs on Sumble
Researcher
51 Researcher jobs mention Morningstar Direct
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jobs on Sumble
Product & Design
139 Product & Design jobs mention Morningstar Direct
View 139
jobs on Sumble
Which organizations are mentioning Morningstar Direct?
Morningstar
Finance and Insurance
Edward Jones
Professional Services
Goldman Sachs
Finance and Insurance
Scotiabank
Finance and Insurance
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