Investment research
Discover datasets, compare securities or funds, and support due diligence with trusted context.
ProvidersFinancial data access
Bring Morningstar investment data into AI workflows
QVeris gives institutional teams a governed way to connect trusted financial data, research context, and analytical tools with AI-ready workflows, from discovery and screening to decision-ready outputs.
Access path
Explore Morningstar data access through QVeris for qualified institutional use cases
QVeris matches data partner capabilities with your workflow, governance needs, and implementation readiness
Data scope, licensing, pricing, and rollout details are confirmed in follow-up discussions
Built for institutional workflows
Portfolio and product analysis
Evaluate portfolios, benchmarks, competitors, and allocation questions through one controlled access layer.
Client-ready reporting
Turn structured metrics, ratings, visuals, and research context into clearer investment communication.
Professional financial data, one AI-ready access layer
Morningstar is widely used by investment professionals for research, market data, fund and security coverage, ratings, and analytics. QVeris evaluates data partners across coverage, quality, delivery readiness, governance, and workflow fit so teams can move from vendor discovery to practical AI usage with less friction.
Broad investment coverage across funds, equities, fixed income, indexes, alternatives, and related research context
Designed to fit search, tool execution, data workflows, and AI-assisted institutional analysis in QVeris
Reviewed for coverage depth, freshness, completeness, accuracy, licensing boundaries, and delivery reliability
Explore the data foundation
The links below point to Morningstar public product materials for background on its data and analytics offerings. Access through QVeris remains subject to eligibility, licensing, commercial approval, and implementation scope.
Morningstar is a trademark of Morningstar, Inc. Access to Morningstar data is subject to eligibility, applicable licensing terms, commercial approval, and implementation scope.