I like the access to information that Morningstar Direct provides. The new advanced search features are really strong, making it easy to identify specific trends in a user-friendly way. I also find it convenient to export data to Excel, and I love that I can toggle things directly in Morningstar before exporting. The initial setup was very easy, and the team was very helpful with setting up meetings whenever I had questions. Review collected by and hosted on G2.com.

The search features are still a bit hard to work with. For example, I was recently trying to search for AUM, which was labeled 'fund size'. I had to look through every option to arrive at fund size. It would be nice if fund size came up when I searched AUM or assets. Review collected by and hosted on G2.com.

I like Morningstar Direct for its investment ideas, especially the five-star ratings and moat ratings, which are very valuable for understanding the value and durability of the competitiveness of the companies I invest in. I also appreciate the style and size box, a three by three matrix, which helps me understand the currents of the market. This matrix is organized by value versus growth and the size of the companies, providing a better understanding of what's happening in different parts of the market. Review collected by and hosted on G2.com.

I would like to see more companies get covered, especially smaller companies. Morningstar Direct focuses on large companies, which is understandable, but I think there are investment opportunities in smaller companies. Review collected by and hosted on G2.com.

I really like how expansive Morningstar Direct is in terms of data and customizability. It helps with researching various different types of investments and getting multiple perspectives on Morningstar's platform. It's also helpful to filter and sort by data that is relevant to me. Review collected by and hosted on G2.com.

Some things that don't work so well include laggy/slow feedback of navigating the system, confusing/complicated interface, or certain bugs/quirks when working inside of Presentation Studio. For example, when searching for an investment, the system automatically updates the search with every new letter added to the query. I would think it would let you add the query first and then let you hit search to do so. Review collected by and hosted on G2.com.

The legacy tools are strong and we have grown accustomed to navigating modules to support our research process. The program has tremendous amount of info across mutual funds, ETFs, and also SMAs where the latter universe was lacking years ago. They do introduce some good new features that sometimes fly under the radar w/o being promoted. Review collected by and hosted on G2.com.

Obviously important datapoints like "firm total assets" are left unpopulated while other worthless datapoints are expanded and made more prominent. The Tech is also prone to bugs and many issues have been persistent over 10+ years. New tools are introduced in half-assed way while trying to force people into new U/I sometimes that is less functional than old U/I. Customer support is terrible and needs to be dramatically improved ASAP. Review collected by and hosted on G2.com.

Morningstar Direct is quite useful for handling various daily office tasks. I appreciate its ability to aggregate data, compare funds, and easily create presentation materials. One of Morningstar's main strengths is its comprehensive data coverage across a wide range of open-end funds, ETFs, and investment strategies. It excels at comparing mandates, analyzing holdings strategies, and presenting information through its diverse visualization tools. The asset allocation feature is also valuable, as it helps identify the optimal allocation based on the investment universe you provide. Additionally, their client success team offers helpful and responsive support whenever I have questions or need guidance. Review collected by and hosted on G2.com.

Morningstar Direct has several areas where I hope to see improvement. In particular, I find the search criteria could be better organized; with so many options available, it can be difficult to locate exactly what you need. Additionally, the older version of the app includes some features that feel outdated and are not very user-friendly, while the newer interface, although more modern, sometimes lacks certain functionalities. This means I often have to switch between versions to complete my tasks. Despite these issues, I believe most of the drawbacks are things that could be addressed through future updates. Review collected by and hosted on G2.com.

Morningstar is really helpful for looking up mutual funds and ETFs, which is a core part of our business. I really like the excel plug in, that is really helpful for our day-to-day functions. Our team uses it almost daily to review our portfolios. The access to information is also great. The Monte Carlo simulations are also very nice to have, and we use them from time to time as a gut check. Review collected by and hosted on G2.com.

Having to sign in multiple times in an hour is extremely frustrating. It only takes a few seconds but that's a few seconds I didn't want to be signing in for the 3rd time. Sometimes there is a lack of data in certain areas, like returns of specific securities. It's also slightly frustrating that there isn't a guide to how the excel functions work, because most of my issues in excel are figuring out how the formulas work, and there isn't really a clear guide. (If there is I haven't found it). Review collected by and hosted on G2.com.

I like the diverse data points that Morningstar Direct offers and its good measures of returns for each fund. As a researcher, I need various different types of variables with less error, and I think that Morningstar Direct does a great job in providing good quality data. Review collected by and hosted on G2.com.

I wish the data points that were time series would increase so that I am able to keep track of the historical performance of funds and as well as managerial data needs to be improved. The initial setup was confusing at first but it was okay. Review collected by and hosted on G2.com.

I like the one-page PDF that Morningstar Direct offers for each investment, as it shows fifteen years of performance, which is very helpful. The relative benchmark index performance is also beneficial. It's laid out in a way that I'm familiar with, similar to the old value lines, and I find it easy to see how funds and their similar investments performed during up and down markets. Review collected by and hosted on G2.com.

I feel like a more timely update from the Morningstar staff on their evaluations would be more helpful. It seems to be spotty. Some funds get two or three evaluations a year, others get maybe one. Review collected by and hosted on G2.com.

I use Morningstar Direct for fund research, attribution, and custom portfolio analysis for prospective clients. It helps me learn more about funds and all details about their investments and process. The Presentation Studio is very helpful in creating powerful reports, allowing me to generate risk return reports that include all the metrics I care about. The initial setup was easy. Review collected by and hosted on G2.com.

I find the data reception inconsistent and the UI difficult to navigate. It would be great if the interface were more user-friendly, especially for tasks like searching for products, sorting, and incorporating data across databases. These should be straightforward if anyone was paying attention. Review collected by and hosted on G2.com.

The format is easy to use and helps me analyze a variety of investments. Review collected by and hosted on G2.com.

Not really any that I can think of. I like all of the aspects of the software. Review collected by and hosted on G2.com.