Welcome to Morningstar OfficeSM Cloud. Get started today and access learning materials organized by product capability. If you’re not sure where to get started, our User Persona Library organizes these materials by role type, so you can pick the training program that’s best-suited for what you do.
Overview
Morningstar Research
Markets Monitoring
Client Management
Client Set Up
Client Web Portal
Prospecting
Billing
Reporting
Standard Reporting
Batch Reporting
Presentation Studio
Workspace
Lists
Screens
Model Portfolios & Custom Benchmarks
Data Sets
Alerts
Individual Investment Analysis