Avis sur 221 Morningstar Direct
Sentiment de l'avis global pour Morningstar Direct
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1. Interface facile
2. Données à jour
3. Bonne aide/support disponible, par exemple, manuels
4. Couvre un grand nombre d'actifs
5. Les rapports d'analystes sont faciles à comprendre Avis collecté par et hébergé sur G2.com.
Pas de support pour les utilisateurs de Mac. L'installation d'une machine virtuelle est problématique depuis le passage d'Apple aux puces Silicon (au lieu d'Intel) et l'arrêt de Bootcamp. Avis collecté par et hébergé sur G2.com.
Données de retour, Analyseur de marché, et Studio. Avis collecté par et hébergé sur G2.com.
Le seul problème que je vois est que lorsque je génère un rapport, il faut parfois un certain temps pour le télécharger. Ensuite, pendant les vacances, le retour est manquant ou il est impossible de déterminer quelle est la plage de dates. Avis collecté par et hébergé sur G2.com.
1) Rich source of mutual fund data
2) Presentation Studio brings the comparisons to life
3) Useful Asset Flow data
4) Interesting reports and articles (Direct Compass)
5) Excellent customer support Avis collecté par et hébergé sur G2.com.
1) UI a bit clunky but you get used to it!
2) Data points that sparsely populated should be flagged or there should be an indicator to show 'completeness' Avis collecté par et hébergé sur G2.com.
I used to work at Morningstar (and sell Morningstar Direct) so I know the tool very well. I can easily access the data I need to share with my classes, monitor our student portfolio, etc. Avis collecté par et hébergé sur G2.com.
The platform is slow and clunky and not easy to pick up for first time users.
Presentation Studio hasn't really made many updates . It was ahead of it's time but others are catching up. Avis collecté par et hébergé sur G2.com.
Espace de travail et studio de présentation. C'est très bien pour les rapports. Avis collecté par et hébergé sur G2.com.
Xray ne fonctionne pas correctement. J'aime l'objectif mais étant donné que je ne l'ai pas utilisé jusqu'à présent, beaucoup plus de travail est nécessaire pour que je puisse travailler dessus. Avis collecté par et hébergé sur G2.com.
Accès, élaboration et téléchargement d'une grande quantité de données de bonne qualité et uniques sur les fonds d'investissement. Support m'a offert beaucoup d'aide. Belle intégration avec le pack Office. Avis collecté par et hébergé sur G2.com.
L'interface a de nombreux menus et sous-menus. L'importation de listes de fonds nécessite plusieurs étapes. Avis collecté par et hébergé sur G2.com.
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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
We get the data we need in a reliable, timely fashion. The interface can be quite complex, but there is a dedicated Customer Experience Manager who is available to help with bespoke queries.
The Microsoft Excel integration is useful. Avis collecté par et hébergé sur G2.com.
Colleagues have had issues finding a contact to resolve access issues in the past. Would be useful if they provide a dedicated contact / email address / phone number for this type of issue. Avis collecté par et hébergé sur G2.com.
The sheer amount of available information and he regularity that it's updated - you can always trust the data.
The flexibility of certain datapoints, so you can customise the basic data points with time periods, benchmarks etc.
Everything about the portfolios and models sections are really useful. Avis collecté par et hébergé sur G2.com.
The desktop app is 'clunky'. By that I mean it's sometimes slow and can be unintuitive.
It can be difficult to find the security you're after, especially for those that share an ISIN but have different SEDOLs (you can't search by Sedol).
It's unneccesarily difficult to manage folders, datasets, lists in comparison to other programmes.
Presentation studio is very useful but can be difficult and slow to use. Avis collecté par et hébergé sur G2.com.
The amount of data on Equity funds and the ability to analyse and illustrate the data in Presentation Studio Avis collecté par et hébergé sur G2.com.
The help desk used to be great. Now I get routed to Mumbai office, and it's really bad. They are nice, but they know very little, and I'm not even sure they have headsets....the sound quality is horrible. This is based on about 5-10 interactions with them. Avis collecté par et hébergé sur G2.com.
