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Morningstar Enterprise Data Management

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Morningstar Enterprise Data Management helps businesses control their costs by freeing internal resources to focus on core activities while we lead the data integration functions we know inside and out. Through individual consultation, we develop creative plans for aggregating, warehousing, and distributing data to and from multiple sources for better use across organisations.  

Key Features

  • Leverage our 25 years of experience collecting, processing, storing, and distributing data
  • Interact with our consultants to define current and future data management needs in creative, client-driven plans
  • Aggregate multiple data sources including proprietary, Morningstar, custodian, recordkeeping, and other third-party data
  • Reduce the risks associated with data collection and quality maintenance by relying on our rigorous quality control process
  • Bring efficiencies to enterprise portfolio accounting, investment data management, retirement-focused reporting, and data mining
  • Integrate data with Morningstar products, internal systems, or third-party platforms including software, websites, web tools, fact sheets, archives, report processors, and more
  • Link in advisory and fiduciary service data from Morningstar Associates and Ibbotson Associates
  • Use client interfaces to monitor data, run reports, and manage client accounts.

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aggregating, warehousing, distributing, data, multiple sources, morningstar, integration
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Company profile

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our mission is to create great products that help investors reach their goals. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

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