Building Blocks for Investment Apps and Custom Software – Configurable to Your Needs
Discover. Research. Manage.
Fundations transforms exploration and analysis of global financial products with a unified, customisable, interactive, flexible, and cohesive financial products discovery and reporting solution.
Choose from a set of discrete components that can be plugged into any system estate, easily configured, and customised to client need. From scale-ups digital products to enterprise custom solutions, Fundations components provide optimised access to Morningstar financial research data and information.
Discover
Effortlessly discover and pinpoint Morningstar extensive and comprehensive global fund data with robust search, discovery, and advanced filtering functionalities using our Fund Screener.
Fundations intuitive search functionality empowers you to make informed decisions, ensuring that your financial strategies align seamlessly with your aspirations. Search on anything, save your favourites – tailor information displayed to your needs.
Uncover funds tailored to your risk appetite and investment goals or explore a spectrum of securities to build a robust portfolio.
Research
Unlock the power of informed decision-making with our comprehensive and configurable Security Reporting.
Dive deep into trends, analyse key indicators, and gain valuable insights to navigate the complexities of the financial landscape.
Stay ahead in the market with actionable intelligence and expert analysis, ensuring your financial success is not just a goal but a reality.
Manage
Elevate your portfolio management experience with our cutting-edge Portfolio Manager.
Unleash the power of real-time insights and personalised information that empower you to navigate the dynamic world of investments with confidence. Easily build your portfolio information in the format you want, for your needs – without the need for IT.
Experience a new era of portfolio management – smart, efficient, and tailored to your financial success
