Fundations transforms exploration and analysis of global financial products with a unified, customisable, interactive, flexible, and cohesive financial products discovery and reporting solution.
Choose from a set of discrete components that can be plugged into any system estate, easily configured, and customised to client need. From scale-ups digital products to enterprise custom solutions, Fundations components provide optimised access to Morningstar financial research data and information.
✔ Push boundaries by integrating other custom data sets and leveraging conversational AI capabilities
✔ Simplicity of design, advanced features with high levels of customisation and configuration
✔ Fast to Market for comprehensive, real-time access to Morningstar data and research
Discover
Effortlessly discover and pinpoint Morningstar extensive and comprehensive global fund data with robust search, discovery, and advanced filtering functionalities using our Fund Screener.
Search on anything, save your favourites – tailor information displayed to your needs. Uncover funds tailored to your risk appetite and investment goals or explore a spectrum of securities to build a robust portfolio.
Research
Unlock the power of informed decision-making with our comprehensive and configurable Security Reporting.
Stay ahead in the market with actionable intelligence and expert analysis, ensuring your financial success is not just a goal but a reality.
Manage
Elevate your portfolio management experience with our cutting-edge Portfolio Manager.
Easily build your portfolio information in the format you want, for your needs – without the need for IT. Experience a new era of portfolio management – smart, efficient, and tailored to your financial success.
The overwhelming volume of financial products, each with its intricacies, can make it time-consuming for advisors and individual investor alike to stay abreast of the latest offerings and their nuances.
The complexity of information and the need to decipher the detail, coupled with evolving market conditions, pose hurdles in making well-informed and timely investment recommendations.
Fundations provides a highly customisable view into Morningstar extensive and comprehensive research and data, with the option to extend with other custom data. Premium features are accessible for all users as standard.
Fundations puts you in control of how you leverage data for your investment decision making, with advanced customisable features and conversational AI pushing the boundaries of possibility.
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25 Eccleston PlaceLondon SW1W 9NF
Experience the future in your hands! Try our mobile app demo now for a sneak peek into seamless functionality and innovative features. Explore the possibilities and ease that our app brings to your fingertips. Click here to embark on an interactive demo
