234 Morningstar Direct Reviews
Overall Review Sentiment for Morningstar Direct
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Comprehensive data for returns, fees, characteristics, etc. across many different vehicles (open-end, closed-end, interval fund, SMA, indices, ETFs). Easy to use and use on a daily basis for all data needs. Review collected by and hosted on G2.com.
Sometimes the system can be a bit slow and not up to date. Occasional data feed breaks. Pricey compared to other providers and responsive of support team is hit or miss. Review collected by and hosted on G2.com.
Morningstar Direct provides a lot of useful information regarding mutual funds. There are so many reports and tools to use to compare products in the industry. Review collected by and hosted on G2.com.
My use of Morningstar Direct is somewhat limited in my role. I mainly just look up performance and expense information about a select peer group. I actually wish I knew more about everything available to better use the system. Review collected by and hosted on G2.com.
The only competitive hedge Morningstar has is its huge database. Pretty much everything else is bad. Review collected by and hosted on G2.com.
Customer Support
User Interface of the software (outdated)
The fact that morningstar spend more ressources trying to see if several users use a single licence thant to optimise their own software. Speaks volume about hte priorities of the company. Review collected by and hosted on G2.com.
The ease of generating automated reports, usefulness in automating reports in workspace. I use it daily in my work. Review collected by and hosted on G2.com.
Customer support can take a long time to resolve issues. somtimes they are unable to help as their own processes hinder their ability to generate changes. Review collected by and hosted on G2.com.
Only game in town for most comprehensive data
good phone support Review collected by and hosted on G2.com.
multiple features have been discontinued but are still in Morningstar direct, i.e earnings estimates that are now a premium feature via pitchbook but still houses on direct
constant updates that require IT to install
inconsistent rating methodology
no bond ratings- how hard is it to get bond ratings and live bond prices Review collected by and hosted on G2.com.
There is nearly limitless data. It is a grear resource for peer information. I use it every day at work. The customer support has always been helpful though i don't often need them. Review collected by and hosted on G2.com.
The search feature when adding securities to a list is flawed. If you don't have the exact correct name, it is unable to pull a result. Meaning - you must be exact with your search. There is a slight learning curve but once you get it, the app is fairly simple to navigate. Review collected by and hosted on G2.com.
The details are what I like best. Half of the info clients don't understand but on the back end are very useful. Review collected by and hosted on G2.com.
I don't like the complexity. Due to it being so large scale I feel like I only use 1/4 of what I pay for. Review collected by and hosted on G2.com.
data accuracy, Ease of Use and universe content. Review collected by and hosted on G2.com.
sometimes the month end data isnt available early morning 1st day of the month Review collected by and hosted on G2.com.
The user functionality partnered with client facing reports make this product very essential to our business. Review collected by and hosted on G2.com.
Nothing to note that would qualify as a major dislike. Obviously there are some extra clicks that I wish we could avoid Review collected by and hosted on G2.com.
