Streamlined Custom Reporting and Factsheet Production
Morningstar Direct's Presentation Studio offers a unique solution for investment professionals to create clear and custom-branded reports, product comparisons, and presentations. With its template design, firms can easily generate custom reports or standardized layouts, ensuring consistency across all presentations. This feature allows for seamless communication that resonates with various audiences, from clients to internal stakeholders.
Compelling Report Visuals in Minutes
One of the key highlights of Presentation Studio is the ability to quickly create compelling report visuals. Users can drag, drop, and combine Morningstar-designed charts, tables, and graphs with their own data, enhancing the presentation with unique branding elements. This streamlines the report creation process, enabling users to tell visual stories in minutes rather than spending hours or days on design. Additionally, reports can be easily shared with small internal groups or scaled for wider distribution.
Scalable Report Distribution
With a paid distribution license, users can expand the reach of their Presentation Studio reports to a broader audience. This scalability allows for the creation of reports tailored for internal company use, client meetings, or even external-facing channels such as landing pages. Marketing teams can leverage this feature to share business intelligence, board reporting, and management insights with audiences beyond traditional sales and advisory roles.