I am a daily user of Mstar direct. The platform allows me to perform in-depth fund analysis in a quick and accurate fashion. It has an extensive database that spans a very broad spectrum of asset classes and investment manager strategies. There are many analytics options available which is extremely beneficial for our multi-asset solutions service.
I have been particularly impressed by the cusotmer support from Mstar Direct. A special mention to Rohit Singh, a Customer Success Manager based in the UK, who has been incredibly helpful in answering my queries on Mstar Direct. He always ensure that my queries are addressed and handled by the relevant team(s) and has taken the time on several occasions to set-up a call with me to explain more detail-oriented queries. Reseña recopilada por y alojada en G2.com.
I have found that the fixed income data can be questionable at times, particularly where a portfolio has allocations to short-dated or less traditional fixed income asset types, such as Asset Backed Securities; in these circumstances, I have found that the assets can often be misclassified, which can lead to inaccurate results in terms of risk attribution and other analysis.
It would be useful if Mstar Direct could provide a notification-type system that informs about fund-related changes and updates, like a newsfeed on fund-specifics. Something similar to what Citywire offers. I think this would further enhance Mstar Direct as a one-stop-shop for all fund-related matters.
I have found that it can be difficult to find benchmarks in the search box, as it requires that the benchmark name is entered exactly as it is named in Mstar Direct, which can oftentimes be an abbreviation of the official benchmark name.
I would like to be able to run the monthly performance attribution analysis of our multi-asset fund-of-funds model portfolios on an "automated basis", where I can set up a batch report to automatically generate and send me the reports on a periodic basis. I am told that this functionality is not currently available for performance attribution. Reseña recopilada por y alojada en G2.com.
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Morningstar is one of the most comprehensive investment research platforms available, offering a robust suite of tools for both individual investors and professionals. What truly sets Morningstar apart is its depth and breadth of data—covering everything from mutual funds and ETFs to stocks, bonds, and alternative investments. The platform provides detailed performance metrics, risk analysis, and historical data, helping users make well-informed decisions.
One of Morningstar’s standout features is its advanced charting capabilities. Investors can compare different assets, analyze trends over various timeframes, and even overlay technical indicators to better understand market movements. The ability to customize these charts ensures that users can tailor their research to their specific needs, whether they are evaluating a single security or an entire portfolio.
One of Morningstar’s most unique and valuable features is its custom report generation. Unlike many other products, which offer only standard, predefined reports, Morningstar allows users to create fully customised reports based on their specific research criteria. This is an invaluable tool for presenting data in a personalised, professional format. Reseña recopilada por y alojada en G2.com.
While Morningstar is a powerful and data-rich platform, it does have some notable drawbacks—speed and reliability being the biggest concerns. Given the vast amount of data it processes, some lag is expected, but at times, the platform can be frustratingly slow, especially when running complex queries, loading interactive charts, or generating custom reports in the Presentation Studio (PS).
Another major issue is frequent crashes and glitches. Whether it’s PS freezing mid-analysis or reports failing to load, these disruptions can be annoying—especially for users who rely on the platform for real-time research or reporting. Reseña recopilada por y alojada en G2.com.
There are 2 modules of Morningstar Direct which I find it interesting - Presentation Studio and Performance reporting. I am sure that are too many things in the software which are still not explored because of the vast variety of data points available in it. Reseña recopilada por y alojada en G2.com.
Finding the data points and search module are the two things which I find it tricky but not impossible because of the customer support team that they have. Reseña recopilada por y alojada en G2.com.
A complete tool for all my needs around fund selection and monitoring.
Offering a lot of flexibility in regards to exanding the database and in regards to reporting. Reseña recopilada por y alojada en G2.com.
Data quality could still be improved (although on a high level).
On the benchmark level, would be great having the one or other additional index and having the look-through.
The performance reporting app could be simplified. And the calculation time shortened. Reseña recopilada por y alojada en G2.com.
La cantidad de información de inversión que está disponible y la capacidad de hacerla visual y fácil de entender. Hay tanta información disponible. Puedo obtener la respuesta a cualquier información de inversión que requiera en unos pocos minutos, incluso incluyendo fondos de competidores y clientes potenciales. Presentation Studio es el mejor para ayudar a entender los datos que necesito. Reseña recopilada por y alojada en G2.com.
Como nuevo usuario, puede ser un poco confuso tratar de entender a dónde ir para obtener la información que necesito. Usar el centro de aprendizaje puede ser abrumador y no es fácil de navegar. Todavía estoy muy positivo sobre la experiencia general hasta ahora. Reseña recopilada por y alojada en G2.com.
la base de données des fonds et indices, les rapports morningstar sur les fonds, la possibilité de créer un scoring, la possibilité de filtrer les univers Reseña recopilada por y alojada en G2.com.
les fonctions offertes par le logiciel ne sont pas toujours intuitives et demandent un certain temps pour les maitriser Reseña recopilada por y alojada en G2.com.
La velocidad para extraer/obtener el informe es muy rápida en comparación con otras aplicaciones, fácil de usar y lo mejor es que usamos complementos de M* excel y son muy útiles.
Diariamente utilizo informes de rendimiento, gestión de carteras, espacio de trabajo y estudio de presentaciones en M*, que son muy útiles. Reseña recopilada por y alojada en G2.com.
Cuando se trata de algunos índices/benchmarks, tomará unos días actualizar sus datos correctamente. El siguiente es el soporte de M*, la mayoría de las solicitudes/consultas se resolverán lo más rápido posible, pero para algunas tomarán más tiempo en resolver el problema. En general, es muy agradable usar la aplicación. Reseña recopilada por y alojada en G2.com.
Reliability of data and lots of data regarding funds structure, management... Reseña recopilada por y alojada en G2.com.
It is not straightforward to use. It is not user-friendly. It took me a while to understand how to use properly.
API on excel are slow Reseña recopilada por y alojada en G2.com.
Les données disponibles (quantité, qualité) pour une utilisation régulière
Support client de qualité Reseña recopilada por y alojada en G2.com.
Lenteur de l'applicatif par moment lors de l'utilisation
Certains champs de données ne sont pas facilement accessibles Reseña recopilada por y alojada en G2.com.
I appreciate Morningstar Direct’s data coverage and robust analytical tools, which make investment research and portfolio analysis seamless. Reseña recopilada por y alojada en G2.com.
The user interface could be more intuitive with a refreshed look. Additionally, performance issues like frequent logouts and occasional system crashes can disrupt workflow. Reseña recopilada por y alojada en G2.com.
Data on funds and analysis tools. Fund range and screening makes selection easier. Reseña recopilada por y alojada en G2.com.
User friendliness on regular reports. The data transfer to excel is somewhat complicated Reseña recopilada por y alojada en G2.com.
