Introduction to Morningstar Direct Advisory Suite for Office Clients

We know that right now you are currently evaluating your technology needs and vendors. It is a tough decision, and we want to make sure you are well supported. We hope you are considering Direct Advisory Suite as a future solution. Since Direct Advisory Suite is new to the market, we would like to show you the functionality and user experience. In this 45-minute webinar we will: - Provide an introductory demo of the core workflows of Direct Advisory Suite - Highlight core research and reporting functionality that aligns to some of the top used features from Morningstar Office - Save time for product functionality questions at the end to make sure you have clarity of how Direct Advisory Suite could fit in your tech stack Office clients have come to depend on Morningstar data and analytics to make better portfolios, create client reports, and better synthesize market and investment research. We welcome you to join us as we explore how Direct Advisory Suite supports the same capabilities.