Reseñas y detalles del producto de Morningstar Direct

It is a very powerful tool which greatly helps our investment processes. There are different functions that help different part of the process, and makes the whole. Reseña recopilada por y alojada en G2.com.

The software and interface seems very outdated and needs frequent updating which is not straightforward. Eventhough there are many useful funtions, the navigation and finding these are lackluster. Reseña recopilada por y alojada en G2.com.

vareity of tools available for use that allow analysis and management of our portfolios Reseña recopilada por y alojada en G2.com.

not all info is reliable e.g duration and we have to cross check this directly with asset managers Reseña recopilada por y alojada en G2.com.

The ability to perform attribution analysis Reseña recopilada por y alojada en G2.com.

Limited views into fixed income analysis Reseña recopilada por y alojada en G2.com.

Morningstar Direct has basically every manager / strategy we've ever needed to use for research purposes, regardless of vehicle. It's easy to put them into a model portfolio to show advisors how various managers / strategies pair and to drill down to asset class, sector, and country exposure. Reseña recopilada por y alojada en G2.com.

It's got SO many little things that can go wrong and result in a blank table or chart. Net return vs gross return (is it in a fund structure or not?). Just the sheer amount of time we spend troubleshooting almost makes it not worth it. If Direct didnt have as many managers as it does, we would have moved elsewhere already. Presentation Studio is also very dated - we'd love more options / more updates to make our marketing materials look better. Customer support can be glacial. We spent months going back and forth about a categorization for one of our strategies because Direct customer support wouldn't get back to us and we had to repeatedly email them to get a reply. Reseña recopilada por y alojada en G2.com.

Cada vez que se entrega un nuevo producto dentro de Morningstar Direct, viene con todos los materiales de capacitación necesarios preparados. Además, la revisión trimestral de los lanzamientos de productos te pone al día con cualquier cosa que puedas haber pasado por alto. Reseña recopilada por y alojada en G2.com.

Hay tantos avisos sobre lanzamientos/actualizaciones de productos que puede volverse difícil gestionar cuáles son relevantes. Reseña recopilada por y alojada en G2.com.

Depth and accessibility of data is industry leading. Great customer support. Easy to slice and dice fund data to analyze all aspects of mutual fund. Decent wealth management portfolio analytics, great way to monitor model portfolios. Great presentation building tool in Presentation Studio. Reseña recopilada por y alojada en G2.com.

It has a little bit of a learning curve. Reseña recopilada por y alojada en G2.com.

Depth of data that is made readily and easily available through multiple channels.

Presentation studio that helps with creating charts and tables that are very helpful for presentations

Portfolio aggreation and management reports and functions that help with creating total portfolios

performance attribution that help with providing details on the performance breakdown Reseña recopilada por y alojada en G2.com.

The data can be spotty, especially for fixed income data points

Cloud services/web based platform for direct was not used significantly outside of the portfolio attribution, not sure how it fits now. Reseña recopilada por y alojada en G2.com.

Morningstr Direct es para mí una poderosa plataforma de análisis financiero que proporciona datos completos sobre fondos de inversión. La interfaz de usuario es intuitiva y ofrece una amplia gama de herramientas para crear informes y análisis personalizados. Es una herramienta esencial para los profesionales financieros que buscan tomar decisiones informadas y realizar análisis profundos sobre fondos de inversión. Reseña recopilada por y alojada en G2.com.

Aunque Morningstar Direct es una plataforma de análisis financiero poderosa, a veces hay retrasos ocasionales del sistema durante los momentos de mayor uso. Los costos de suscripción son realmente altos. Reseña recopilada por y alojada en G2.com.

We use Morningstar Direct on a weekly basis to compare and monitor portfolios, perform manager due diligence and screen for new investment ideas. The new Direct Lens module makes it easy to create, import and analyze client portfolios. Reseña recopilada por y alojada en G2.com.

Software upgrades are sometimes clunky to integrate given our enterprise level security settings, but once software is installed it works as advertised. Reseña recopilada por y alojada en G2.com.

The breadth and depth of the data combined with very knowledgable, accessible and accoutable help desk staff. Reseña recopilada por y alojada en G2.com.

It is sometimes hard to find what you are looking for and not everything is quite intuitive. Reseña recopilada por y alojada en G2.com.