221 Morningstar Direct Reviews
Overall Review Sentiment for Morningstar Direct
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1. Easy interface
2. Up-to-date data
3. Good help/support available e.g., manuals
4. Covers large number of assets
5. Analyst reports are easy to understand Review collected by and hosted on G2.com.
No support for Mac users. Installing a VM is troublesome since Apple's switch to Silicon chips (from Intel) and discontinuation of Bootcamp. Review collected by and hosted on G2.com.
Data Return, Market screener, and Studio. Review collected by and hosted on G2.com.
The only problem I see was when I run a report sometimes it takes a while to upload it. Then, during the holiday the return is missing or cant tell what is the range date. Review collected by and hosted on 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 Review collected by and hosted on 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' Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.
Workspace and Presentation Studio. It is very good for reporting. Review collected by and hosted on G2.com.
Xray does not work properly. I like lens but considering I have not used it until now, a lot more work is required for me to work on this. Review collected by and hosted on G2.com.
Access, elaborate and download massive amount of good-quality and unique data about investment funds. Support offered me much help. Nice integration with Office package. Review collected by and hosted on G2.com.
Interface has many menus and sub-menus. Import of fund lists needs multiple steps. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.
The amount of data on Equity funds and the ability to analyse and illustrate the data in Presentation Studio Review collected by and hosted on 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. Review collected by and hosted on G2.com.
