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Dear Morningstar Direct User,
On February 15, 2016, Morningstar Direct will retire version 3.16.
To ensure you can continue to use Morningstar Direct, you must update your version of Morningstar Direct before February 15, 2016. To do so, please follow these instructions to download the current version so you can take advantage of all Morningstar Direct has to offer. As always, please follow the protocol outlined by your IT department regarding downloads and installations. To verify what version you are on—and whether an upgrade is necessary—refer to the Help menu in Morningstar Direct and open the About Morningstar Direct option to see your version number. After your upgrade, you can read about the latest enhancements and features here. You can also contact your dedicated client solutions consultant for one-on-one training or visit the Learning Center to see online sessions, videos, and tutorials to learn about the many product areas of Morningstar Direct, such as:
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Asset Allocation: a web-based tool used to identify optimal asset allocation strategies
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Asset Flows: a web-based tool used to get insight on investor trends
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Morningstar API: to retrieve and maximize data in Microsoft® Excel®
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Note Manager: to document, categorize, and share information with your colleagues
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Performance Reporting & Scorecard: to streamline your reporting process and screen investments with custom scores
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Portfolio Analysis: a web-based tool used to identify the impact of investment decisions and monitor them in real-time
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Portfolio Management: to create custom portfolios
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Presentation Studio: to create professional, custom-branded presentations
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Total Portfolio Attribution: to identify impact of strategic asset allocation decisions
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We hope you continue to find Morningstar Direct to be a valuable part of your investment business.
Regards,
Morningstar Direct Team
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