PLATFORM PARTNER
Morningstar Direct Advisory Suite
Elevate Your Advice
Direct Advisory Suite is designed to simplify your workflow and elevate your client interactions. Powered by Morningstar's unparalleled data and analytics, upgraded features, and intuitive interface, it helps you confidently deliver personalized advice and drive investor success.
Perks of Partnership
Compelling Investment Research and Analytics
Put the power of Morningstar's data and research to work.
Streamlined Portfolio Analysis
Visualize the impact of changes to portfolio recommendations with vivid on-screen comparison and analysis that clearly shows how investing choices impact the portfolio.
Customized Investment Planning
Easily communicate the value of your advice at every step of your client's journey.
Client-Friendly FINRA-Reviewed Reports
Easily communicate the value of your advice at every step of your client's journey.
Black Diamond has been driving innovation in the wealth platform space, and we are excited about the connected experience we can deliver to advisors together. Advisors are central to our mission of empowering investor success. We have a long history of serving them directly with content, technology, and investment products or indirectly through strategic alliances with businesses like Black Diamond.
MORNINGSTAR
Deliver Excellence at Every Corner of Your Business
