221 Morningstar Direct Reviews
Overall Review Sentiment for Morningstar Direct
Log in to view review sentiment.
- Ease of use
- Amount of options of charts & tables within presentation studio
- Level of comparison achieved
- Number of funds on the platform
- Up to date information
- Detailed fund comparison
- Visuallu appealing graphs
- Ability to export to PDF Review collected by and hosted on G2.com.
- Takes a while to get used to and understand all of the features
- Sometimes hard to find some funds without ISINs Review collected by and hosted on G2.com.
Morningstar is an all-in-one stop for fund analysis. It has all of the data you need and gets used all day every day.
The depth of data available is vast, and if there ever is an issue, the customer service team are usually excellent and promptly resolving issues. Review collected by and hosted on G2.com.
Fixed Income mutual funds are generally more difficult to analyse using this software, some data is missing or just not accurate - I believe this is more due to the nature of the feed from the funds however. Review collected by and hosted on G2.com.
Morningstar Direct provides access to a plethora to asset manager and their funds' datapoints like no other platform. I am always finding new ways to highlight how we differentiate from competitors by leveraging interesting data that is not as comprehensive anywhere else. Review collected by and hosted on G2.com.
Presentation Studio is very outdated and it is annoying that basic things like changing the size of font cannot be achieved. Similarly, workspace could also be more intuitive to use. Review collected by and hosted on G2.com.
Lots of relevant data available. We use it almost every day. Great report templates that are modifiable. Customization features are pretty easy to use. Review collected by and hosted on G2.com.
Customer service used to be better. Posting of data used to be quicker. I think they have spread themselves too thin trying to be all things to all customers. When something does not post or work properly you have to jump through a lot of hoops to get it fixed. Each module seems to operate seperately rather than being an integrated solution Review collected by and hosted on G2.com.
It has almost all the information you could ever want. Logging in is very straightforward, and it is something I use almost daily. The learning curve for the product is also very low for most of the basic functions, and clients appreciate the charts we can provide. Review collected by and hosted on G2.com.
Morningstar Direct is not perfect. There can be considerable lag at times when working through Presentation Studio. They have suggested it is a connection issue, as their version runs quickly in house, but I have found it to run slower. You are at their whim regarding features; we use a couple reports consistently, and their support has slowly been waning. The "Morningstar Page" is one of the reasons we have the program; we like the fund commentary! It feels like these might be in the process of being phased out though; funds that used to be supported are now hit or miss (even big fund companies like DFA, T. Rowe Price, and Vanguard funds).
Information is also not always 100% accurate. We have talked to managers about information we've found, and they have blamed the input screens that Morningstar requires. I have aboslutely no idea if this is true, but I do know the information that we see is sometimes incorrect (SMA fees, manager tenure, etc.) Review collected by and hosted on G2.com.
The depth and rage of data that is available. Review collected by and hosted on G2.com.
The application is difficult to navigate and hard to know what section to go to depending on what data you are looking. Particularly for me as a sporadic user when i come back after a while not having the app I struggle to navigate and I am unceratin on relying on the data I have accessed in case I have made errors in retrieiving it (wrong parameters etc). Review collected by and hosted on G2.com.
The best features involve the ability to research return history and manager/fund characteristics (allocation exposure, MPT stats) in a customizable way. I create customized lists of managers that we use and prospect managers to track performance and compare possibilities. Review collected by and hosted on G2.com.
I sometimes have to log in to the app multiple times. The excel plug-in will sometimes not update data and gets hung up when retrieving data. Review collected by and hosted on G2.com.
Ability to do reports. The manner in which we capture returns and able to do many analysis with them. Review collected by and hosted on G2.com.
Is that it appears as complex yet it is not, and things are hard to find. Review collected by and hosted on G2.com.
The ability to generate performance reports on funds and models so quickly, and all the presentation studio tools to do fund comparisons and fund reports. Customer support is wonderful. Review collected by and hosted on G2.com.
The user interface could be improved, and performance, it gets really slow sometimes. Review collected by and hosted on G2.com.
