221 Morningstar Direct Reviews
Overall Review Sentiment for Morningstar Direct
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vareity of tools available for use that allow analysis and management of our portfolios Review collected by and hosted on G2.com.
not all info is reliable e.g duration and we have to cross check this directly with asset managers Review collected by and hosted on G2.com.
Morningstar Direct has basically every manager / strategy we've ever needed to use for research purposes, regardless of vehicle. It's easy to put them into a model portfolio to show advisors how various managers / strategies pair and to drill down to asset class, sector, and country exposure. Review collected by and hosted on G2.com.
It's got SO many little things that can go wrong and result in a blank table or chart. Net return vs gross return (is it in a fund structure or not?). Just the sheer amount of time we spend troubleshooting almost makes it not worth it. If Direct didnt have as many managers as it does, we would have moved elsewhere already. Presentation Studio is also very dated - we'd love more options / more updates to make our marketing materials look better. Customer support can be glacial. We spent months going back and forth about a categorization for one of our strategies because Direct customer support wouldn't get back to us and we had to repeatedly email them to get a reply. Review collected by and hosted on G2.com.
Any time a new product within Morningstar Direct is delivered, it comes with all the necessary training materials prepared. Additionally, the quarterly review of product releases brings you up to speed with anything you may have missed. Review collected by and hosted on G2.com.
There are so many notices about product releases/updates, it can become difficult to manage which ones are relevant. Review collected by and hosted on G2.com.
Depth and accessibility of data is industry leading. Great customer support. Easy to slice and dice fund data to analyze all aspects of mutual fund. Decent wealth management portfolio analytics, great way to monitor model portfolios. Great presentation building tool in Presentation Studio. Review collected by and hosted on G2.com.
It has a little bit of a learning curve. Review collected by and hosted on G2.com.
Depth of data that is made readily and easily available through multiple channels.
Presentation studio that helps with creating charts and tables that are very helpful for presentations
Portfolio aggreation and management reports and functions that help with creating total portfolios
performance attribution that help with providing details on the performance breakdown Review collected by and hosted on G2.com.
The data can be spotty, especially for fixed income data points
Cloud services/web based platform for direct was not used significantly outside of the portfolio attribution, not sure how it fits now. Review collected by and hosted on G2.com.
Morningstr Direct is for me a powerful financial analysis platform that provides comprehensive data on investment funds. The user interface is intuitive and offers a wide range of tools for creating custom reports and analysis. It is an essential tool for financial professionals looking to make informed decisions and conduct indepth analyses on investment funds. Review collected by and hosted on G2.com.
While Morningstar Direct is a powerful financial analysis platform, there are sometimes occasional system lags during peak usage times. The subscription cost are really high. Review collected by and hosted on G2.com.
We use Morningstar Direct on a weekly basis to compare and monitor portfolios, perform manager due diligence and screen for new investment ideas. The new Direct Lens module makes it easy to create, import and analyze client portfolios. Review collected by and hosted on G2.com.
Software upgrades are sometimes clunky to integrate given our enterprise level security settings, but once software is installed it works as advertised. Review collected by and hosted on G2.com.
The breadth and depth of the data combined with very knowledgable, accessible and accoutable help desk staff. Review collected by and hosted on G2.com.
It is sometimes hard to find what you are looking for and not everything is quite intuitive. Review collected by and hosted on G2.com.
The robust and customizable reports that can be used with the research results. Review collected by and hosted on G2.com.
Way too capable and can be confusing. When I call for help, I have yet to come across any Morningstar Direct service members who can help me without getting help themself. Review collected by and hosted on G2.com.
