A deep, accurate database. An intuitive interface. Reports that clients can easily understand. The Research Module combines them all to provide the resources you need to conduct fundamental investment research—and do so quickly and efficiently.

With this Module you can:

• Conduct in-depth research with daily data updates on more than 70,000 securities (including Separate Account strategies from nearly 5000 managers in Solution #2)
• Screen and sort using up to 20 criteria
• Create compelling FINRA-reviewed reports

Broad, Detailed Security Coverage
Our most comprehensive resource for advisors, the Research Module is an accurate, single source of data for more than 70,000 securities: 16,000+ mutual funds, 6,700+ stocks, 500+ closed-end funds, 125+ exchange-traded funds, and 35,000+ variable-annuity/variable-life subaccounts, with coverage of 1000+ policies. You’ll also find detailed performance data for the Morningstar Categories and more than 100 market indexes, including the new Morningstar Index family.

Security information is updated as soon as it becomes available—daily, monthly, and quarterly—and includes performance details, extensive underlying holdings information, and exclusive Morningstar Rating™ and Style Box™ statistics. Powerful screening and ranking tools make it easy to find the best investments for a specific client or portfolio. You can also create Select Lists, based on your specific criteria, for fast access to the latest information on your favorite securities.

Powerful Communication Tools
When you want to share the results of your research with clients, our proprietary reports help you communicate your ideas and insight clearly. FINRA-reviewed Investment Detail™ Reports offer concise overviews of each security and can be printed or e-mailed to clients. And they’re backed with data and ratings from Morningstar, the name known and trusted by investors for it's independence and objectivity.