Morningstar Direct Publishing System: Streamline Your Document Management and Reporting Processes

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Morningstar Direct Publishing System: Streamline Your Document Management and Reporting Processes

Efficient Document Production Services

Morningstar Direct Publishing System offers a comprehensive document management solution that streamlines the process of creating and delivering quality factsheets, regulatory documents, and marketing communications. Whether you choose to outsource report production entirely or integrate the system into your current workflow, you can experience greater efficiency in managing your documents.

Tailored Report Building

With Morningstar, you can create investment reports tailored to your specifications. Utilize their pre-designed templates or specify your unique design, data, and delivery preferences, and the system will build report templates according to your exact requirements. Access their extensive investment database, incorporate custom data, or combine both to craft reports that meet your specific needs.

Control and Flexibility

Morningstar Direct Publishing System provides you with the flexibility to choose how involved your firm should be in the document production and distribution process. You can manage the workflow entirely or opt to outsource the burden to Morningstar, freeing up your time and resources for more strategic activities while maintaining control over the process.

ESG Integration and Regulatory Compliance

Demonstrate your commitment to socially responsible investing by leveraging Morningstar's ESG fund and company-level datasets, along with proprietary ratings. Address regulatory requirements confidently by incorporating Morningstar data and calculations into documents that can be generated in multiple languages and distributed directly to regulators.

Diverse Use Cases

Morningstar Direct Publishing System caters to various use cases, including creating custom-branded factsheets to enhance client understanding of your investment offerings, streamlining regulatory reporting obligations, and strengthening client relationships through secure delivery of marketing communications. Additionally, the system supports ESG reporting, enabling you to communicate effectively with investors about sustainability objectives and comply with ESG regulations and climate policies.

Core Capabilities of Publishing System

The system allows you to outsource document production entirely or integrate it seamlessly into your existing report generation process, offering reliability, flexible formatting and delivery options, leading design capabilities, and scheduled report features to optimize your document management efficiency.

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