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lsolem edited this page Jul 13, 2017 · 9 revisions

Morningstar, Inc.

http://corporate1.morningstar.com/US/How-Morningstar-Helps-Alliances-and-Redistributors/

Public Sandbox Description

Enhance Solutions With Quality Content

Contact Details
Morningstar@morningstar.com https://www.linkedin.com/company/morningstar
{ phone } { crunchbase }
{ google-plus }
Social Media
{ twitter }
{ instagram }
{ facebook }

Contact Information

Profile Name Role Email Address LinkedIn Twitter Slack Skills
{ person1_name } { person1_role } { person1_email } { person1_linkedin } { person1_twitter } { person1_slack } { person1_skills }

Products

Below is a list of Products offered by this data provider.

Sample Product

{ product1_description }

Business Model Specs:

  • Cost or Licensing Structures: { product1_costs }

Technical Specs:

  • Delivery Method: { product1_delivery_method }
  • Update Frequency: { product1_update_frequency }

Marketing Materials (list of pdfs or files that have been uploaded to the wiki)

  • { product1_marketing_doc_1 }
  • { product1_marketing_doc_2 }

Technical Documents (list of pdfs or files that have been uploaded to the wiki)

  • { product1_technical_doc_1 }
  • { product1_technical_doc_2 }

Reviews

{ review1_sandbox_member }: { review1_date }

{ review1_text }

{ review2_sandbox_member }: { review2_date }

{ review2_text }

OLD README.md

Step 1: talk to rep and figure out which data you're looking for There is an incomplete overlap between their bulk FTP data feed and their APIs. So you'll need to know which place to go get what you want.

Step 2: decide which data source you you'll connect to

Step 3: they'll give you the relevant credentials and docs.

They're super-responsive (Anthony Ternini - anthony.ternini@morningstar.com, also Kelly Flowers as tech contact) Same day responses, only a few days to get going.

  • They assign you an integation engineer to work with while bilding your first connection to them
  • Then once you're up and running, they transition you to a permanent tech contact for all questions
  • Treat you like a paying customer

Data Providers

Sandbox Participants

Guides

  • Data Agreement
  • Product Development Pipeline
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