Reseñas y detalles del producto de Morningstar Direct

Los datos son buenos, es fácil obtenerlos en la API de Excel, pero los usuarios ahora están al tanto de todas las nuevas capacidades que MStar está desarrollando. Reseña recopilada por y alojada en G2.com.

El soporte al cliente necesita mejoras. Tener ayuda en vivo como Bloomberg sería un gran complemento. Reseña recopilada por y alojada en G2.com.

It has a lot of data points. I like that there is an integrated API for excel Reseña recopilada por y alojada en G2.com.

Using the API in excel is not intuitive. It took me a long time to figure out the tricks Reseña recopilada por y alojada en G2.com.

It's helpful in having lists, looking up information, performing performance and data analytics. Reseña recopilada por y alojada en G2.com.

Sometimes there are glitches, for example displaying just one share class per fund rather than the entire list Reseña recopilada por y alojada en G2.com.

It has a good user interface that allows me to find what I need when I need it. Reseña recopilada por y alojada en G2.com.

I struggle sometimes to find the data points I need as well as struggles with the excel API. Reseña recopilada por y alojada en G2.com.

Morningstar Direct is a fast, easy way to search fund data. Reseña recopilada por y alojada en G2.com.

Some of the data definitions are incomplete or too brief. Reseña recopilada por y alojada en G2.com.

lots of data, ability to look at performacne in multiple ways and deisgn fund and portflio reports Reseña recopilada por y alojada en G2.com.

lack of support and limited abilty to create the reports we need for DC plan clients Reseña recopilada por y alojada en G2.com.

Las capacidades y la increíble experiencia del cliente. Reseña recopilada por y alojada en G2.com.

Necesitamos más capacidades de informes sobre alternativas y renta fija. Reseña recopilada por y alojada en G2.com.

That it contents all the information I need for my job with different tools inside to allow us comparing funds, making reports, etc... Reseña recopilada por y alojada en G2.com.

It's difficult to learn the new updates, and there is a lot of things I don't know how to use. I think more templates would be quite helpful. Reseña recopilada por y alojada en G2.com.

Lots of data points, many of them highly customizable. Data sets are a good feature. Reseña recopilada por y alojada en G2.com.

Unstable software that crashes and asks me to re-login several times a day. Performance Reporting is also very badly designed. Reseña recopilada por y alojada en G2.com.

I like to use the analytics lab to run monthly investment screen and email me the result. The performance report feature is also a must. We review the weekly report during our investment call, look at weekly model return, return numbers from approved funds and stocks, also the benchmark return numbers. We also utilize report studio to run monthly snapshot for our models. Reseña recopilada por y alojada en G2.com.

Need more disclosure language template.

Would like to be able to import transaction based account, to get true performance. Reseña recopilada por y alojada en G2.com.