has most of the data I need to do my job Avis collecté par et hébergé sur G2.com.
software looks and feels very dated and the web version doesnt have the same capabilities Avis collecté par et hébergé sur G2.com.
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It has allowed me and my team to access much more in-depth information than we had been able to before. The ability to access all of the required data in one place and then be able to display it in Presentation Studio has freed up a lot of my time and has enhanced the level of service we are able to provide to colleagues and clients Avis collecté par et hébergé sur G2.com.
There are missing data points that restrict specific charts/data tables. There is no indication of the specific issue that is stopping these from populating and can therefore take a while to find the root cause of the problem Avis collecté par et hébergé sur G2.com.
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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
I love the depth of data, and the amount of options in terms of reports you can run. Investment universe is great, huge range of funds with research on that we make use of regularly. Avis collecté par et hébergé sur G2.com.
The screener could be much better, probably the most awkward screener I've ever used, where you would have to run multiple screens because of how narrow the screening criteria is.
Integration into other platforms leaves a lot to be desired, and really the opposite of an intutitive platform. One wrong step and you need to start again, lots of crashes and bugs, takes a long time to process / calculate compared to other systems.
I think if the system were more intuitive, people would make use of more that on offer within, but thwn you have to have a training webinar (or normally multiple) to get to grips with a tool, typically means we stick to what we know in the software and rarely venture into other parts. Avis collecté par et hébergé sur G2.com.
La quantité d'informations sur les investissements disponible et la capacité à les rendre visuelles et faciles à comprendre. Il y a tellement d'informations disponibles. Je peux obtenir la réponse à toute information sur les investissements dont j'ai besoin en quelques minutes, y compris les fonds concurrents et les clients potentiels. Presentation studio est le meilleur pour aider à comprendre les données dont j'ai besoin. Avis collecté par et hébergé sur G2.com.
En tant que nouvel utilisateur, cela peut être un peu déroutant d'essayer de comprendre où aller pour obtenir les informations dont j'ai besoin. Le centre d'apprentissage peut être accablant et il n'est pas facile de s'y retrouver. Je suis toujours très positif quant à l'expérience globale jusqu'à présent. Avis collecté par et hébergé sur 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 Avis collecté par et hébergé sur G2.com.
les fonctions offertes par le logiciel ne sont pas toujours intuitives et demandent un certain temps pour les maitriser Avis collecté par et hébergé sur G2.com.
La vitesse d'extraction/tirage du rapport est très rapide par rapport à d'autres applications, conviviale et la meilleure chose est que nous utilisons les add-ins M* Excel et c'est très utile. Quotidiennement, j'utilise le reporting de performance, la gestion de portefeuille, l'espace de travail et le studio de présentation sur M* qui sont très utiles. Avis collecté par et hébergé sur G2.com.
Lorsqu'il s'agit de quelques indices/références, cela prendra quelques jours pour mettre à jour correctement ses données. Le prochain est le support M*, la plupart des demandes/questions seront résolues aussi rapidement que possible, mais pour quelques-unes, elles prendront plus de temps à résoudre le problème. Dans l'ensemble, c'est très agréable d'utiliser l'application. Avis collecté par et hébergé sur G2.com.
Reliability of data and lots of data regarding funds structure, management... Avis collecté par et hébergé sur 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 Avis collecté par et hébergé sur G2.com.
The best source of data on equity funds. Many different features. Analytics lab with python coding. Avis collecté par et hébergé sur G2.com.
Legacy software (slow and buggy). Excel add-in doesnt work to well. Analytics lab API token only works for 24 hours. Avis collecté par et hébergé sur G2.com.
