221 Morningstar Direct Reviews
Overall Review Sentiment for Morningstar Direct
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It has streamlined our model analysis reports, which has a time cost saving for the company. It allows us to easily do quick performance and cost comparisons.
Presentation Studio enables me to generate graphs for my boss's SMT meetings Review collected by and hosted on G2.com.
Sometimes the system is slow and unresponsive, and it sometimes unceremoniously kicks me out when I'm in the middle of something Review collected by and hosted on G2.com.
Support given by Morningstar Direct is very focused and even a request to their back-end development team given a few months back is sure to be completed. Review collected by and hosted on G2.com.
There are a few things like "Company Level Total Asset" which gives AMC-wise fund size is currently only for open-ended funds and excludes close-ended funds and ETFs. Again it only considers Quarterly AUM data and the Monthly figures are simply not available. Hope to get such queries solved with the help of the customer support team. Review collected by and hosted on G2.com.
I like the summary pages for various products. They provide great information. I also like the new Direct Lens tool and some of the analytics capabilities that have been made available. Review collected by and hosted on G2.com.
The tech side can be frustrating. Direct asks you to log in constantly, even when you just logged in an hour or two ago. I also have been passed around to a handful of relationship managers in just over a year of being a user. Review collected by and hosted on G2.com.
I like the automated batch reports which help me send across timely data with no manual intervention. Also helps me create customized templates in presentation studio for reporting purposes. The Morningstar Direct support is one the best i've seen with swift solution to all issues. Review collected by and hosted on G2.com.
The data access from individual index providers in my view is a bit costly and something as a bundle with lesser cost could be arranged. Review collected by and hosted on G2.com.
La partie studio de présentation et comparatif fond. Extraction d'univers selon des critètes spécifiques à son lieu de commercialisation Review collected by and hosted on G2.com.
la difficulté pour trouver des critères spécifiques par mot clé Review collected by and hosted on G2.com.
That data reports can be created and regularly run and exported to be used elsewhere. Review collected by and hosted on G2.com.
Saving files in Presentation Studio does not always work well. Review collected by and hosted on G2.com.
MD has a broad range of different modules and features that can facilitate various types of analyses, insights and presentations. Where the program doesn't have a particular function, the vast amount of investment-specific data available through numerous mediums like email reports or a Python API connection, among others, makes it very helpful to source data to support further insights.
We use MD on a daily basis and it's output gets further integrated into bespoke tools. Review collected by and hosted on G2.com.
The program's look and feel is somewhat dated and one tends to find some quirky niggles here and there, like slow load times or lack of a simple 'undo' functions within the report-builder (Presentation Studio) function. Another area that tends to come up short is the platform's level of detail on Fixed Income securities. Where the Equity database and categorisation is quite impressive and notably useful, the Fixed Income details tend to be sparse and could limit the usefulness when trying to analyse these exposures within Multi-Asset or Bond/Cash strategies. Review collected by and hosted on G2.com.
- The large database
- Covers most relevant products
- Availability of data points
- Local support if needed Review collected by and hosted on G2.com.
- Software dependent
- Somewhat old user interface Review collected by and hosted on G2.com.
The portofolio creation is great pretty simple to use, I am able to just copy and paste ISINs from a list and weightings to keep track of portoflios, creating different dates and things like that are quite simple.
With this you are then able to get a unique code that can be used to pull the data into excel to be used for other scenarios. Review collected by and hosted on G2.com.
Some of the resources to know how to use Morningstar arent the greatest - especially for the excel-add in it takes a lot of time to figure out how to use the formula's correctly. Review collected by and hosted on G2.com.
