Axxcess helps Advisors implement Advisor Directed Equity Strategies leveraging the power of Morningstar CPMS. Investment professionals can design their own equity strategies by establishing minimum and maximum values for thousands of variables based on the latest stock data. Extensive stock-level information, such as daily price data, earnings estimates, and industry analytics, supports fundamental research.
Users can backtest their equity strategies by running scenarios of how they might perform under various economic and market conditions using our survivorship-bias-free historical data. Learn more