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Compare Bloomberg Terminal and Morningstar Direct 
At a Glance
Market Segments
Enterprise (40.6% of reviews)
Enterprise (38.2% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Bloomberg Terminal
Star Rating
(69)4.4 out of 5
Market Segments
Enterprise (40.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Bloomberg TerminalMorningstar Direct
Star Rating
(348)4.1 out of 5
Market Segments
Enterprise (38.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Morningstar DirectSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Morningstar Direct excels in providing customizable reporting and deeper analytics, making it a preferred choice for financial advisors. Users appreciate its exceptional reporting functions, which are noted to be unparalleled in the industry.
- Users say that Bloomberg Terminal is unmatched when it comes to keeping users informed about financial markets. Its comprehensive features, including real-time data, news, and charts, are highlighted as essential tools for analysts, although some mention an initial learning curve.
- Reviewers mention that Morningstar Direct offers a variety of tools for fund research, particularly in manager research for mutual funds and ETFs. Features like interactive charts and risk dashboards are frequently praised for enhancing the research experience.
- According to verified reviews, Bloomberg Terminal stands out for its accuracy and up-to-date information, which users find crucial for market research. The ability to export raw data is also a significant advantage for those needing detailed insights.
- G2 reviewers highlight that while Morningstar Direct has a solid ease of setup, Bloomberg Terminal is noted for its ease of use, with many users finding it straightforward to implement despite the initial learning curve.
- Users report that Morningstar Direct faces challenges in areas like document search and collaboration features, which some find less effective compared to Bloomberg Terminal's robust capabilities in these aspects, including better document annotation and monitoring tools.
Pricing
Entry-Level Pricing
Bloomberg Terminal
No pricing availableMorningstar Direct
No pricing availableFree Trial
Bloomberg Terminal
No trial information availableMorningstar Direct
Free Trial is available
Ratings
Meets Requirements
9.3
57
8.0
298
Ease of Use
7.7
58
6.7
337
Ease of Setup
7.1
13
7.6
242
Ease of Admin
6.7
8
7.1
59
Quality of Support
8.5
57
7.5
298
Has the product been a good partner in doing business?
8.8
11
7.7
57
Product Direction (% positive)
7.2
55
6.9
305
Features by Category
Financial Information
9.0
47
7.4
183
8.3
43
5.7
181
Analysis
9.5
48
7.4
182
9.0
46
7.5
182
8.7
43
7.1
180
8.2
25
5.2
174
7.5
23
6.0
174
Market News
9.1
47
6.2
178
9.5
48
6.7
181
9.3
48
5.6
178
Platform Basics
6.8
29
4.7
173
7.9
28
5.6
175
Agentic AI - Financial Research
Not enough data
4.3
35
Functionality
Not enough data
8.1
227
Not enough data
7.4
224
Not enough data
5.8
218
Not enough data
Feature Not Available
Not enough data
6.4
221
Not enough data
6.0
219
Not enough data
8.2
117
Integration
Not enough data
7.7
223
Not enough data
5.5
218
Not enough data
6.7
220
Agentic AI - Investment Portfolio Management
Not enough data
5.1
59
Not enough data
5.1
59
Not enough data
4.9
59
Not enough data
4.8
59
Market Data
9.7
5
Not enough data
10.0
5
Not enough data
9.7
5
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Fixed Income Pricing Data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Bloomberg Terminal and Morningstar Direct are categorized as Financial Research
Unique Categories
Bloomberg Terminal is categorized as Fixed Income Pricing Data
Morningstar Direct is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Bloomberg Terminal
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Morningstar Direct
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
52.2%
Investment Management
13.0%
Education Management
7.2%
Capital Markets
4.3%
Investment Banking
2.9%
Other
20.3%
Financial Services
53.1%
Investment Management
28.6%
Banking
4.4%
Insurance
3.2%
Research
1.7%
Other
9.0%
Alternatives
Discussions
Bloomberg Terminal has no discussions with answers
Morningstar Direct has no discussions with answers
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