Morningstar Direct
Explore Morningstar Direct's comprehensive dashboard for detailed investment analysis, portfolio management, and market insights in one unified platform.
BUSINESS INTELLIGENCE
Investment Analysis Tools
Morningstar Direct offers a suite of powerful investment analysis tools designed to help professionals make informed decisions. Users can access a wide range of data, including performance metrics, risk assessments, and peer comparisons. The platform's intuitive interface allows for easy navigation through complex datasets, enabling users to identify trends, evaluate strategies, and optimize their investment portfolios efficiently.
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FEATURES
Key Features
Comprehensive fund analysis
Customizable performance reports
Advanced portfolio management tools
Real-time market data integration
Risk assessment and management
Benchmark comparison capabilities
Interactive data visualization
Multi-asset class support
Client presentation tools
BUSINESS INTELLIGENCE
Who is this for?
Morningstar Direct is designed for investment professionals, including portfolio managers, financial advisors, and analysts, who require in-depth market data and analytics to support their decision-making processes. It is also suitable for institutional investors and asset managers seeking a robust platform for portfolio management and performance evaluation. The dashboard's user-friendly interface and customizable features make it an ideal tool for those looking to streamline their investment workflows and enhance their strategic insights.
Compliance
Compliance certifications
Fugo is SOC 2 Type II, SOC 3, and HIPAA compliant under the AICPA Service Organization Controls (SOC) framework and U.S. healthcare compliance standards. Our SOC 3 report is publicly available for download, and customers can request to review our SOC 2 Type II and HIPAA Self Assessment reports.
Features
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Built for stable performance
Dashboards are displayed via live snapshots, reducing the computing power needed to display them.
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