With Independent Research and Insights at Center

Morningstar Launches New Research Portal for Financial Advisors

Date:

Autor: Funds Society, Miami

  1. Research Portal harnesses Morningstar's independent ratings and research
  2. The platform's workflows, such as the Watchlist, Model Portfolios, Pick Lists, and Compare functions help a user discover and evaluate investment ideas under chosen criteria
  3. Research Portal is available now to individual advisors and on an enterprise level