Morningstar Direct Features
What are the features of Morningstar Direct?
Financial Information
- Data Visualization
- Document Search
Analysis
- Financial Analysis
- Charting
- Risk Analysis
Market News
- Market Information
- Market News
Functionality
- Customizable Reporting
- Market Analytics
- Client Portal
- Real time
- Compliance
Integration
- Data aggregation
- Accounting Integration
- Risk Management
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Morningstar Direct Categories on G2
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Financial Information
Data Visualization | Contains data visualization tools specifically tailored to handle financial information This feature was mentioned in 112 Morningstar Direct reviews. | 74% (Based on 112 reviews) | |
Document Search | Based on 111 Morningstar Direct reviews. Provides financial document search functionality to users | 57% (Based on 111 reviews) |
Analysis
Financial Analysis | Based on 111 Morningstar Direct reviews. Analyzes financial statements from publicly traded companies | 76% (Based on 111 reviews) | |
Charting | Contains customizable data charting tools This feature was mentioned in 111 Morningstar Direct reviews. | 75% (Based on 111 reviews) | |
Risk Analysis | Carry out risk analysis for publicly traded companies This feature was mentioned in 110 Morningstar Direct reviews. | 73% (Based on 110 reviews) | |
Document Annotation | As reported in 107 Morningstar Direct reviews. Provides document annotation and note taking capabilities. | 52% (Based on 107 reviews) | |
Collaboration | Based on 108 Morningstar Direct reviews. Contains collaborative functionality that allows permissioned users to share documents and insights. | 58% (Based on 108 reviews) |
Market News
Alerts and Monitoring | Based on 110 Morningstar Direct reviews. Monitors real-time market data and send alerts based on user input | 61% (Based on 110 reviews) | |
Market Information | As reported in 112 Morningstar Direct reviews. Provides access to up-to-date financial market information | 66% (Based on 112 reviews) | |
Market News | Aggregates media and news from relevant companies 110 reviewers of Morningstar Direct have provided feedback on this feature. | 54% (Based on 110 reviews) |
Functionality
Customizable Reporting | Creates customizable reports utilizing market performance data This feature was mentioned in 130 Morningstar Direct reviews. | 82% (Based on 130 reviews) | |
Market Analytics | Based on 129 Morningstar Direct reviews. Conducts detailed financial market performance analysis | 75% (Based on 129 reviews) | |
Client Portal | Contains a client portal for clients to access their 124 reviewers of Morningstar Direct have provided feedback on this feature. | 60% (Based on 124 reviews) | |
Real time | As reported in 127 Morningstar Direct reviews. Maintains a real time view of assets and positions | 63% (Based on 127 reviews) | |
Compliance | Based on 125 Morningstar Direct reviews. Contains a real time view of investment compliance operations | 61% (Based on 125 reviews) | |
Customizable Reporting | Based on 20 Morningstar Direct reviews. Creates customizable reports utilizing market performance data | 90% (Based on 20 reviews) |
Integration
Data aggregation | Based on 128 Morningstar Direct reviews. Aggregates financial market data from third party sources or integrates with solutions that do | 80% (Based on 128 reviews) | |
Accounting Integration | Integrates with accounting solutions This feature was mentioned in 125 Morningstar Direct reviews. | 56% (Based on 125 reviews) | |
Risk Management | Provides real time risk management assessment tools 126 reviewers of Morningstar Direct have provided feedback on this feature. | 69% (Based on 126 reviews) |
Platform Basics
Mobility | Is accessible from a mobile device and by users on the go. 108 reviewers of Morningstar Direct have provided feedback on this feature. | 48% (Based on 108 reviews) | |
Interoperability | Connects to external systems and applications as needed to complete team workflows. This feature was mentioned in 108 Morningstar Direct reviews. | 57% (Based on 108 reviews) |
