Wide range of functionality and availability of data. Decent customization of outputs Review collected by and hosted on G2.com.

I wish there was some more customizable functionality with presentation studio, allowing for additional changes or conditional formatting, such as making negative numbers red or changing single cell sizes. Also would be nice to have the ability to upload multiple spreadsheets into direct rather than have to go one by one Review collected by and hosted on G2.com.

I've been in this role for six months and it's my first time using the service. Overall, I enjoy it and find it helpful. Could be a little easier to navigate. I use it daily to weekly, really just depends on the time of the quarter. Our customer rep is Matt is always helpful. Review collected by and hosted on G2.com.

Sometimes it can be a little slow, or data won't pull through one day but will the next. So maybe some consistency. Presentation Studio can take a long time for the requested data to load. Review collected by and hosted on G2.com.

I love the breadth of data that Morningstar Direct offers. Once you know the tools, it's fairly easy to use. I really like the customer support because it's very easy to access, the team is highly knowledgeable, and they always follow up. I also appreciate some of the existing reports and the flexibility to change them based on my needs. Review collected by and hosted on G2.com.

Sometimes it is really hard to find a particular fund or benchmark. Also some data is not available based on the level of subscription. It would be great if certain indices could be purchased individually rather than in bulk. Review collected by and hosted on G2.com.

I truly enjoy the ease of use and easy implementation. I've received fantastic customer support. I use it frequently. Review collected by and hosted on G2.com.

There is nothing about this I dislike in any way. It is truly great. Review collected by and hosted on G2.com.

I like that Morningstar Direct includes the entire universe for comparison and offers multiple tools. I can set up templates for comparisons and save them, which is handy, especially across different categories. The initial setup was easy for me because I used it at a prior employer. Review collected by and hosted on G2.com.

I wish there was a better way to use rolling returns. In the scorecard, for example, I would like to implement rolling batting average. Review collected by and hosted on G2.com.

It has a lot of flexibility to manipulate data Review collected by and hosted on G2.com.

Support isn't instant - you can't get a quick reply on how to do something so your work is delayed and it's a complicated package so you run into this often. Also there's no team that will do something for you on creation - they won't give you say a template to kickstart your work or anything. Review collected by and hosted on G2.com.

I find the support provided by Morningstar Direct to be very good. I value the league charts and workspace, as they allow me to view a lot of information on how asset managers compare and to create custom lists. The initial setup was very easy for me. Review collected by and hosted on G2.com.

The UI is clunky and a bit confusing -- I'd be lost without support. I think it could be improved by making categories less confusing and adding descriptors to everything. Review collected by and hosted on G2.com.

I like the flexibility of Morningstar Direct as it allows us to use the tools via downloaded software, add-ins for tools like MS Excel, and the newer online portal that lets us use Direct through a browser. I also appreciate the hands-on help that the customer support teams provide. We enjoy the Jupyter notebook feature because coding is becoming an important competency, enabling everyday investors to combine large language model (LLM) use with their job responsibilities. The setup was very easy, and the cross-platform capability along with more support is beneficial. Review collected by and hosted on G2.com.

nothing in particular. Review collected by and hosted on G2.com.

Useful tools for researching and analyzing potential diversified investments. Proprietary tools, such as Morningstar Medalist ratings, can help determine which investments are likely to outperform. Review collected by and hosted on G2.com.

It’s difficult to use with a class of students. The support team is often slow to respond, and when they do, the help isn’t always useful. Review collected by and hosted on G2.com.

I like using Morningstar Direct for its presentation studio, which stands out to me. The table option for multi-investment performance is particularly useful. I find it easy to compare funds to the benchmark and peer groups. The initial setup was super easy, which I appreciate. Review collected by and hosted on G2.com.

Sometimes I have issues changing the start date from '5 years ago'. I think that stats shouldn't auto default in Presentation Studio to a 5-year time frame, and the user should be prompted to select the time range before the data is run. Review collected by and hosted on G2.com.