Avaliações 234 Morningstar Direct
Sentimento Geral da Revisão para Morningstar Direct
Entre para ver o sentimento das avaliações.
Comprehensive data for returns, fees, characteristics, etc. across many different vehicles (open-end, closed-end, interval fund, SMA, indices, ETFs). Easy to use and use on a daily basis for all data needs. Análise coletada por e hospedada no G2.com.
Sometimes the system can be a bit slow and not up to date. Occasional data feed breaks. Pricey compared to other providers and responsive of support team is hit or miss. Análise coletada por e hospedada no G2.com.
Morningstar Direct provides a lot of useful information regarding mutual funds. There are so many reports and tools to use to compare products in the industry. Análise coletada por e hospedada no G2.com.
My use of Morningstar Direct is somewhat limited in my role. I mainly just look up performance and expense information about a select peer group. I actually wish I knew more about everything available to better use the system. Análise coletada por e hospedada no G2.com.
The only competitive hedge Morningstar has is its huge database. Pretty much everything else is bad. Análise coletada por e hospedada no G2.com.
Customer Support
User Interface of the software (outdated)
The fact that morningstar spend more ressources trying to see if several users use a single licence thant to optimise their own software. Speaks volume about hte priorities of the company. Análise coletada por e hospedada no G2.com.
The ease of generating automated reports, usefulness in automating reports in workspace. I use it daily in my work. Análise coletada por e hospedada no G2.com.
Customer support can take a long time to resolve issues. somtimes they are unable to help as their own processes hinder their ability to generate changes. Análise coletada por e hospedada no G2.com.
Only game in town for most comprehensive data
good phone support Análise coletada por e hospedada no G2.com.
multiple features have been discontinued but are still in Morningstar direct, i.e earnings estimates that are now a premium feature via pitchbook but still houses on direct
constant updates that require IT to install
inconsistent rating methodology
no bond ratings- how hard is it to get bond ratings and live bond prices Análise coletada por e hospedada no G2.com.
There is nearly limitless data. It is a grear resource for peer information. I use it every day at work. The customer support has always been helpful though i don't often need them. Análise coletada por e hospedada no G2.com.
The search feature when adding securities to a list is flawed. If you don't have the exact correct name, it is unable to pull a result. Meaning - you must be exact with your search. There is a slight learning curve but once you get it, the app is fairly simple to navigate. Análise coletada por e hospedada no G2.com.
The details are what I like best. Half of the info clients don't understand but on the back end are very useful. Análise coletada por e hospedada no G2.com.
I don't like the complexity. Due to it being so large scale I feel like I only use 1/4 of what I pay for. Análise coletada por e hospedada no G2.com.
precisão dos dados, facilidade de uso e conteúdo do universo. Análise coletada por e hospedada no G2.com.
às vezes, os dados do final do mês não estão disponíveis na manhã do primeiro dia do mês Análise coletada por e hospedada no G2.com.
The user functionality partnered with client facing reports make this product very essential to our business. Análise coletada por e hospedada no G2.com.
Nothing to note that would qualify as a major dislike. Obviously there are some extra clicks that I wish we could avoid Análise coletada por e hospedada no G2.com.
