221 Morningstar Direct Reviews
Overall Review Sentiment for Morningstar Direct
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The quality of the data for investment funds and to conduct studies of each of the portfolios and as a whole. To create customized reports with the look-through information of the portfolios. Review collected by and hosted on G2.com.
Slow platform with many errors. It does not accurately identify derivatives in some portfolios, and the information is sometimes outdated. Review collected by and hosted on G2.com.
Morningstar Direct has perhaps the best data on mutual funds and etfs. Morningstar also has perhaps the best equity analysis reports. In addition, I use the API function on a day to day for my workflow. Lastly, presentation studios is a great feature. Review collected by and hosted on G2.com.
I did not like the lack of vision or exectuion on the shift to cloud then back to desktop. In prior years, are reps would reach out often, not I have not had a rep call me in years. Review collected by and hosted on G2.com.
Access to a vast data bank of mutual funds and indices
Broad spectrum of data points
Analysis tools for fund comparisions, data visualization, etc. with direct link to the data bank
Excel Add-In facilitates custom analysis of the data
Responsive and helpful customer support Review collected by and hosted on G2.com.
Some more specific data points are not updated for a significant amount of funds, making using them for screenings etc. difficult
Frequent prompts to re-login into the account can lead to unsaved progress being lost
Optimization issues with the Excel Add-In can lead to (prohibitively) slow files Review collected by and hosted on G2.com.
The amount and availability of data is tremendous. Direct also continues to evolve and get easier and easier to use. Review collected by and hosted on G2.com.
There are some nuances to using some of the data fields that take time to get used to, however once you get the hang of it- it's pretty straightforward. Review collected by and hosted on G2.com.
As an OCIO creating differentiated portfolios, having the ability to create customized reports, the Presentation studio is the best tool we've found to allow for creating reports for our advisory clients. Review collected by and hosted on G2.com.
The learning curve took a little bit, some of the interface needs to be updated, items are sometimes placed in radom order, and are not searchable. The cost has gotten higher. Review collected by and hosted on G2.com.
It has great industry data and the completeness is amongst the best in the industry. Review collected by and hosted on G2.com.
Frequent bugs. Clunky interface at times. Can be slow. Review collected by and hosted on G2.com.
There is nothing else on the market with such a load of information and constant improvement. It is a necessary tool for my daily business and summarizes information my company needs for decision making. The customer support is the best in the industry, always available and very responsive. Review collected by and hosted on G2.com.
The interface seems a bit outdated and there are performance issues from time to time. The frequency of mandatory updates which sometimes do not bring any obvious benefit is annoying, esspecially for those who need IT staff to get the software updated Review collected by and hosted on G2.com.
The best things about Moringstar Direct are:
- it has up-to-date portfolio characteristics
- it has easy-to-use performance reporting
- ability to create model portfolios Review collected by and hosted on G2.com.
The worst thing about Moringstar Direct is:
- there are often issues with performance, specifically with model portfolios, where returns just won't populate for that day. Review collected by and hosted on G2.com.
It is a very powerful tool which greatly helps our investment processes. There are different functions that help different part of the process, and makes the whole. Review collected by and hosted on G2.com.
The software and interface seems very outdated and needs frequent updating which is not straightforward. Eventhough there are many useful funtions, the navigation and finding these are lackluster. Review collected by and hosted on G2.com.
