Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

Morningstar Direct

By Morningstar Inc.

22 W. Washington St.

Chicago, IL 60602

global.morningstar.com/morningstardirect


Services Offered

  • Additional services: Asset Allocation, Investment Search/Screening, Portfolio Construction, Portfolio Analysis, and Reporting.

Contact for Additional Product Information

Quan Domaleczny

Product Manager, Morningstar Direct

312-696-6848

quan.domaleczny@morningstar.com

To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.

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